ACP CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2021
Total AUM
$360M
Discretionary
$360M
100% of AUM
Avg account
$2.9M
Accounts
125
Employees
17
Advisory reps
12

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 a multi‑strategy adviser that runs pooled funds alongside separately managed portfolios for individuals, families and institutional clients. The firm is registered with the SEC and has structured itself to manage private funds across real estate, securitized assets and private equity while also operating liquid vehicles. Its client mix and product set indicate a hybrid model: discretionary portfolio management for high‑net‑worth households and management of closed‑end and open‑end pooled vehicles for other investors. Investment emphasis skews toward equities as the core liquid exposure, but the firm actively integrates alternative allocations — notably real estate, commodities and oil & gas — into its overall portfolios. ACP Capital Management, LLC reports being an active ESG investor, which suggests ESG integration and screening inform security selection and manager selection across both public and private sleeves. The adviser uses a mix of fee structures (percentage of AUM, fixed fees and performance fees) consistent with running both SMA programs and private funds, and it maintains a broker‑dealer affiliation to support distribution and trade execution.

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 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

1 of 1
  • ESTEBAN ENDERE

    CEO & Managing PartnerCRD 4708937

Contacts

3 of 11
  • Juan Medina

    Vice PresidentCRD 6875102

  • Renaud Pelat

    Alternative Investments DirectorCRD 7298100

  • Otto Quiroz

    Client Service AssociateCRD 8068904

Unlock 8 more contacts

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