ACACIA ASSET MANAGEMENT LLC

Overview

Acacia Asset Management LLC is a small, SEC‑registered investment adviser formed as an LLC and registered with the SEC in 2017. Ownership is held by a domestic entity and an individual. The firm serves institutional clients and operates as a registered representative of a broker‑dealer while providing portfolio management for pooled investment vehicles. Its revenue model is a percentage‑of‑AUM fee schedule. Acacia does not identify as an active ESG investor, is not set up as a multi‑state adviser, and is not positioned as a capital allocator to external managers.

Assets & Accounts

Investments & Alternatives