ACKERMAN CAPITAL MANAGEMENT

RIASEC RegisteredEst. 2002

Total AUM

$604M

Discretionary

$595M

99% of AUM

Avg account

$1.1M

Accounts

528

Employees

Advisory reps

Firm details

Headquarters: DALLAS, Texas
CRD number: 123824
Registered since: November 13, 2002
Website: ackermancapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI92.12%
Charitable Organizations4.49%
Pension & Profit Sharing Plans1.9%
Individuals1.5%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Ackerman Capital Management is an independently owned investment advisory firm organized as an LLC and SEC-registered since 2002. The firm serves individuals, families and institutional clients and identifies itself as a capital allocator, combining discretionary portfolio management with bespoke advisory work. Its service menu includes financial planning, portfolio management for individuals and small businesses, management of pooled investment vehicles, portfolio management for institutions or businesses, and pension consulting. Compensation mixes asset-based fees with fixed fees and performance-based arrangements. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser. Ackerman also performs sponsor and general partner roles for pooled vehicles and participates as an adviser to other pooled products, indicating an operational role beyond pure advisory mandates.