ACREWOOD HOLDINGS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BRYN MAWR, Pennsylvania
CRD number
163644
Registered since
March 31, 2012

Firm profile

FINTRX

Overview

Acrewood Holdings, LLC operates primarily as a sponsor, general partner and managing member of pooled investment vehicles. The firm is organized as a limited liability company and has been SEC-registered since 2012. Its activity profile is concentrated on managing private funds rather than providing traditional advisory services to individual retail or institutional accounts: it functions as a fund sponsor/manager that raises capital from multiple owners and runs the vehicles directly. Acrewood is not positioned as an ESG-active allocator, and it is not structured as a multi-state advisory platform. The firm is classified as “unclassified” on record and does not list itself as a capital allocator or pension consultant. Its business model centers on pooled private vehicles where Acrewood serves in an operational and management role.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • STEPHEN CHANG

    Chief Investment Officer and Managing DirectorCRD 3277599

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BRYN MAWR, PA

DELAWARE

Location

BRYN MAWR, PA

Headquartered in BRYN MAWR, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
DELAWARE
Address
40 Morris Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth