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 an SEC-registered institutional RIA organized as an LLC and registered in 2021. The firm operates as a capital allocator, offering portfolio management for individuals/small businesses and for businesses or institutions, and it performs selection of other advisers. Its fee arrangements include asset-based fees, fixed fees, and performance-based fees. The firm identifies as an active ESG investor and does not operate as a multi-state adviser, pension consultant, or related 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
Asset composition
- 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
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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