# AC Wealth Partners

AC Wealth Partners is a RIA based in Berwyn, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Berwyn, United States
- **Region:** North America
- **Address:** Fort Lauderdale, FL, United States
- **Assets under management:** Undisclosed
- **Website:** acwealthpartners.com

## Regulatory record

- **CRD number:** 326708
- **SEC file number:** 801-128024
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/326708

## About

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.

## Sectors

- Real Estate
- Private Credit
- Hedge Funds
- Secondaries & Special Situations

## People

- Robert Anina — Managing Director
- Joseph Cogswell — Vice President
- Kyle Boinis — Vice President

## 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.

## Related profiles

- [ABC Wealth](https://altss.com/profile/abc-wealth-inc)
- [Accelmed Partners](https://altss.com/profile/accelmed-partners-ii-management-llc)

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Last updated: 2026-06-03T20:00:00.000Z

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