ACM Macro LLC
Firm details
- Headquarters
- ,
- CRD number
- 291039
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI83.09%
- Corporations / Businesses16.91%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
ACM Macro LLC is a small, independent registered investment adviser operating as a limited liability company that focuses on individual and family clients and small-business portfolio management. The firm favors equity exposure — primarily exchange-traded securities — and combines traditional portfolio management with financial planning. Its fee model includes a percentage-of-assets component and the ability to charge performance-based fees, which supports more active, results-oriented mandates for clients willing to accept that arrangement. Although not positioned as a capital allocator or a pension consultant, the firm supplements core equity allocations with targeted alternative exposures. ACM Macro LLC does not identify as an active ESG investor and maintains a single-state operating profile.
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
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Kevin Chen
Chairman and Chief Executive OfficerCRD 4900156
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations