Acacia Asset Management LLC

Overview

Acacia Asset Management LLC is an SEC-registered, institutional RIA that focuses on serving institutional clients. The firm was registered with the SEC in 2017 and operates as a limited liability company with both a domestic-entity and individual ownership structure. Its primary revenue model is fees charged as a percentage of assets under management. Acacia also maintains a broker-dealer affiliation and its personnel act as registered representatives of a broker-dealer, while its advisory activity specifically includes portfolio management for pooled investment vehicles. The firm does not identify as an active ESG investor and is not designated as a multi-state or newly formed adviser.

Assets & Accounts

Investments & Alternatives