ACANSA INVESTMENT MANAGEMENT GROUP, LLC
Firm details
- Headquarters
- TYSONS, Virginia
- CRD number
- 313457
- Registered since
- May 21, 2021
- Website
- www.acansa-inv.com
- Custodians
- THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Charitable Organizations99.05%
- Other0.95%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Acansa Investment Management Group, LLC is a privately held registered investment adviser that acts primarily as a capital allocator and manager of third‑party strategies. Formed and SEC‑registered in 2021 as an LLC, the firm focuses on portfolio management for both individuals/small businesses and for businesses or institutional clients, and it also provides selection-of-other-advisers services. The adviser reports being an active ESG investor and structures its engagement through a mix of fee arrangements including percentage of AUM, fixed fees and performance‑based fees. Investment activity is centered on non‑discretionary mandates and third‑party private fund allocations. As a capital allocator, Acansa sources and places capital with external managers across private funds while retaining an advisory role that can include manager selection, portfolio construction and oversight. Its classification is listed as unclassified, and it operates as a domestic entity/individual owner type.
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
Asset composition
- Private Funds36%
- Public Funds/Mutual Funds29%
- Cash & Cash Equivalents13%
- Investment Grade Corp Bonds11%
- Non-Investment Grade Corp Bonds4%
Owners & executives
1 of 1MARY CAHILL
Chief Executive Officer & Chief Investment OfficerCRD 7356881
Contacts
2 of 2STEVEN SANDLER
Senior Managing Director, InvestmentsCRD 7356886
TODD WOODRICK
Senior Managing DirectorCRD 7356885
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
TYSONS, VA
FAIRFAX
Location
TYSONS, VA
Headquartered in TYSONS, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- FAIRFAX
- Address
- 8609 Westwood Center Dr
- Time zone
- ET (UTC-5)
- Office locations
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