ACQUIRERS FUNDS, LLC

RIASEC RegisteredEst. 2018
Total AUM
$33.1M
Discretionary
$33.1M
100% of AUM
Avg account
$33.1M
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
ROLLING HILLS ESTATES, California
CRD number
298309
Registered since
December 17, 2018
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Acquirers Funds, LLC is a small, institutionally focused investment adviser organized as an LLC and SEC-registered in 2018. The firm’s advisory mandate centers on portfolio management for investment companies and for businesses or institutional clients, operating on a percentage-of-AUM fee model. Its stated client base is institutional and the firm does not position itself as an active ESG investor. Investment activity emphasizes use of external managers and pooled vehicles rather than direct single-stock strategies. The firm allocates to private equity through third-party managers and fund-of-funds structures, while using mutual funds for core liquid exposures. Given the single-client account structure and the firm’s focus on managing investment-company assets, Acquirers Funds appears configured to manage a defined institutional vehicle or vehicles rather than a broad retail advisory base.

Assets & Accounts

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

Contacts

1 of 1
  • TOBIAS CARLISLE

    Founder and Managing DirectorCRD 5941790

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

ROLLING HILLS ESTATES, CA

LOS ANGELES

Location

ROLLING HILLS ESTATES, CA

Headquartered in ROLLING HILLS ESTATES, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
609 Deep Valley Dr
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth