Acribus Capital LLC

RIASEC Registered
Total AUM
$21.5M
Discretionary
$21.5M
100% of AUM
Avg account
$1.3M
Accounts
16
Employees
4
Advisory reps
2

Firm details

Headquarters
,
CRD number
283301
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types
  • Other65.95%
  • Corporations / Businesses22.61%
  • HNWI7.32%
  • Individuals4.12%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Acribus Capital LLC is an independent, individually owned Registered Investment Adviser that serves high-net-worth individuals and families and functions as a capital allocator to third-party managers. The firm combines fee arrangements that include asset-based fees, hourly and fixed charges, and the possibility of performance-based compensation. Advisory offerings, as reported, cover financial planning, portfolio management for individuals and small businesses as well as for business or institutional clients, selection of other advisers, and pension consulting services. Acribus also operates as an insurance broker and lists an insurance company among its industry affiliations. The firm does not position itself as an active ESG investor.

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

Asset composition

Asset composition: Cash & Cash Equivalents 71%, Exchange Traded Equities 24%, Public Funds/Mutual Funds 6%, Derivatives 1%71%
  • Cash & Cash Equivalents71%
  • Exchange Traded Equities24%
  • Public Funds/Mutual Funds6%
  • Derivatives1%

Owners & executives

1 of 1
  • Victor Russell

    COOCRD 6364618

Contacts

1 of 1
  • Dario Saintus

    Dario Saintus

    OwnerCRD 5460355

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth