ACREWOOD HOLDINGS, LLC
Firm details
- Headquarters
- BRYN MAWR, Pennsylvania
- CRD number
- 163644
- Registered since
- March 31, 2012
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1STEPHEN CHANG
Chief Investment Officer and Managing DirectorCRD 3277599
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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