Acres

RIASEC RegisteredEst. 2015

Total AUM

$4.4B

Discretionary

$4.3B

97% of AUM

Avg account

$399M

Accounts

11

Employees

40

Advisory reps

7

Firm details

Headquarters: Uniondale, New York
CRD number: 281190
Registered since: October 20, 2015
Website: acrescap.com
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Pooled Investment Vehicles97.17%
Insurance Companies1.52%
Pension & Profit Sharing Plans0.67%
Other Investment Advisers0.64%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Acres is an LLC registered with the SEC in 2015 that operates as a real estate fund manager serving institutional clients. The firm provides portfolio management for pooled investment vehicles and for businesses or institutional balance sheets, and it also functions as a sponsor, general partner/managing member of pooled vehicles and as a real estate broker in certain capacities. Fees are charged using a mix of AUM-based percentages, fixed fees and performance-based arrangements. Acres is not positioned as an ESG-active manager, and it does not identify as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Other100%

Owners & executives

3 of 4

Richard Persaud
Chief Financial OfficerCRD 7349948
Mark Fogel
President, Chief Executive OfficerCRD 6550222
Jaclyn Jesberger
Chief Legal Officer and SecretaryCRD 4776262

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Contacts

3 of 3

Andrew Fentress
Managing PartnerCRD 2759511
Gregory Hayes
Managing Director, Asset ManagementCRD 4353140
Martin Reasoner
Managing PartnerCRD 6550231

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Uniondale, NY

Nassau

Location

Uniondale, NY

Headquartered in Uniondale, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area: New York-Newark, NY-NJ-CT-PA
Region: Northeast
County: Nassau
Address: 390 Rxr Plz
Time zone: ET (UTC-5)
Office locations

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