ACANSA INVESTMENT MANAGEMENT GROUP, LLC

RIASEC RegisteredEst. 2021
Total AUM
$838M
Discretionary
$0
0% of AUM
Avg account
$419M
Accounts
2
Employees
5
Advisory reps
3

Firm details

Headquarters
TYSONS, Virginia
CRD number
313457
Registered since
May 21, 2021
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 36%, Public Funds/Mutual Funds 29%, Cash & Cash Equivalents 13%, Investment Grade Corp Bonds 11%, Non-Investment Grade Corp Bonds 4%, State & Local Bonds 3%, Exchange Traded Equities 2%, US Government Bonds 2%36%
  • Private Funds36%
  • Public Funds/Mutual Funds29%
  • Cash & Cash Equivalents13%
  • Investment Grade Corp Bonds11%
  • Non-Investment Grade Corp Bonds4%

Owners & executives

1 of 1
  • MARY CAHILL

    Chief Executive Officer & Chief Investment OfficerCRD 7356881

Contacts

2 of 2
  • STEVEN SANDLER

    Senior Managing Director, InvestmentsCRD 7356886

  • TODD WOODRICK

    Senior Managing DirectorCRD 7356885

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth