ACACIA PARTNERS, LLC
Firm details
- Headquarters
- AUSTIN, Texas
- CRD number
- 281887
- Registered since
- July 28, 2023
- Website
- acaciapartnersllc.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Acacia Partners, LLC is an owner-operated limited liability company that functions both as an independent registered adviser and a private equity fund sponsor. The firm is SEC-registered (2023) and serves institutional clients, positioning itself as a capital allocator rather than a retail-facing advisory shop. Its advisory work centers on managing pooled investment vehicles, and its compensation combines a percentage-of-assets fee with performance-based fees. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2WILLIAM DUFFY
PrincipalCRD 5813875
BRADLEY JOHL
Managing MemberCRD 6189706
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
AUSTIN, TX
TRAVIS
Location
AUSTIN, TX
Headquartered in AUSTIN, TX, in the South of the United States.
- Region
- South
- County
- TRAVIS
- Address
- 1608 W 5th St
- Time zone
- CT (UTC-6)
- Office locations
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