ACP Capital Management, LLC

RIASEC Registered
Total AUM
$360M
Discretionary
$360M
100% of AUM
Avg account
$2.9M
Accounts
125
Employees
17
Advisory reps
13

Firm details

Headquarters
Miami, Florida
CRD number
138556
Registered since
December 10, 2021
Custodians
PERSHING LLC, INTELIGO BANK, MORGAN STANLEY & CO. LLC
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types
  • HNWI60.59%
  • Pooled Investment Vehicles39.41%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

ACP Capital Management, LLC is an LLC-structured investment manager that blends fund management and advisory services across pooled vehicles and direct client portfolios. The firm is registered with the SEC (registered in 2021) and serves both individual/family clients and institutional investors. Its business model spans private equity, real estate, securitized assets and other fund strategies, and it provides portfolio management for individuals/small businesses, pooled investment vehicles and institutional accounts. Fee arrangements include percentages of AUM, fixed fees and performance-based components. ACP identifies as an active ESG investor and maintains an industry affiliation as a broker-dealer.

Assets & Accounts

Public Holdings

Investments & Alternatives

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 28%, Other 25%, Non-Exchange Traded Equities 15%, Cash & Cash Equivalents 15%, Sovereign Bonds 7%, US Government Bonds 5%, Investment Grade Corp Bonds 5%28%
  • Exchange Traded Equities28%
  • Other25%
  • Non-Exchange Traded Equities15%
  • Cash & Cash Equivalents15%
  • Sovereign Bonds7%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
1200 Brickell Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth