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Adviser Profile

As of Date 05/30/2024
Adviser Type - Large advisory firm
Number of Employees 5
of those in investment advisory functions 5
Registration SEC, Approved, 07/28/2023
Other registrations (2)
Former registrations

ACACIA PARTNERS, LLC

AUM* 461,351,988
of that, discretionary 461,351,988
Private Fund GAV* 461,351,988
Avg Account Size 76,891,998
SMA’s No
Private Funds 6
Contact Info 214 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
1 1 1 1

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count6 GAV$461,351,988

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Brochure Summary