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AC Wealth Partners
AC Wealth Partners is an SEC-registered investment adviser in Berwyn, PA, registered since 2023. The firm manages $1.1 billion in assets, with $859 million on...
Overview
AC Wealth Partners is an SEC-registered investment adviser in Berwyn, PA, registered since 2023. The firm manages $1.1 billion in assets, with $859 million on a discretionary basis. It has 13 employees and 3 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Berwyn
Corporate office
Fort Lauderdale, FL, United States
Principals
Robert Anina
Managing Director
Joseph Cogswell
Vice President
Kyle Boinis
Vice President
Sector focus
Frequently asked questions
Does AC Wealth Partners run its own fund or only advise on external allocations?
The firm does not publicly operate a branded proprietary fund complex. It structures dedicated vehicles for collective client access to specific transactions when needed, which is a common approach among RIAs that combine advisory and principal-like sourcing. The underlying deal flow is sourced through co-investment networks of peer family offices rather than through a centralized fund structure.
Is the firm affiliated with any larger financial institution or family?
No parent company or institutional affiliation has been identified. AC Wealth Partners operates as an independent registered investment advisor with no known ties to a bank holding company, wirehouse platform, or single-family fortune. The independence reinforces its ability to construct bespoke portfolios without product-shelf constraints or internal product distribution targets.
What is the firm's posture on co-investments alongside external managers?
The firm participates in co-investment transactions sourced through alternative networks but does not publish a formal co-investment policy or track record. Its structure as an RIA enables participation without the fee stack typical of fund-of-funds or GP-led co-investment vehicles, though allocators should confirm economic terms on a deal-by-deal basis.
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