Acadia Investment Advisors LLC

Overview

Acadia Investment Advisors LLC is a small, owner‑managed advisory firm focused on discretionary portfolio management for individuals and small businesses. The firm’s client base is concentrated and high‑net‑worth, and it runs an AUM‑based fee model. Public funds and mutual funds are the primary vehicle for portfolio construction, and the firm does not identify as an active ESG investor. Advisory activity centers on custom portfolio management rather than institutional consulting or broad capital allocation. Investment activity appears centered on liquid, professionally managed pooled vehicles and separately managed accounts, reflecting a preference for delegated asset management and third‑party fund exposure rather than direct alternative holdings. The firm is set up as a limited liability company and reports a single‑office operating model.

Assets & Accounts

Investments & Alternatives

Location & Offices