Acara Capital Management, LLC

RIASEC Registered
Total AUM
$31.1M
Discretionary
$31.1M
100% of AUM
Avg account
$759K
Accounts
41
Employees
1
Advisory reps
2

Firm details

Headquarters
,
CRD number
293864
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • HNWI87.23%
  • Individuals12.77%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Acara Capital Management, LLC is a small, fee-based RIA organized as an LLC that focuses on advisory relationships with individual and family clients. The firm operates with a discretionary mandate across its client base and shows a clear preference for equity exposure, allocating the bulk of its capital to exchange-traded equities. Its business model centers on portfolio management for individuals and small businesses, charging clients a percentage of assets under management. The adviser does not position itself as an active ESG investor and is not structured as a multi-state or pension consultant adviser. Investment activity appears concentrated and execution-focused, leveraging liquid, exchange-listed instruments to implement client portfolios while supplementing core equity allocations with mutual funds and targeted real estate exposure through third-party managers.

Assets & Accounts

Public Holdings

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: Exchange Traded Equities 83%, Public Funds/Mutual Funds 16%, Cash & Cash Equivalents 1%83%
  • Exchange Traded Equities83%
  • Public Funds/Mutual Funds16%
  • Cash & Cash Equivalents1%

Contacts

2 of 2
  • Fletcher Perkins

    Fletcher Perkins

    FounderCRD 4553938

  • Jennifer Perkins

    MemberCRD 6923176

Wealth teams

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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

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth