ACUITAS INVESTMENTS, LLC
Firm details
- Headquarters
- SEATTLE, Washington
- CRD number
- 155782
- Registered since
- April 1, 2014
- Website
- acuitasinvestments.com
- Custodians
- THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- State / Municipal Government92.69%
- Investment Companies6.96%
- Pooled Investment Vehicles0.32%
- Other0.03%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Acuitas Investments, LLC is a privately owned LLC that operates as a hedge fund-style investment adviser focused on institutional mandates. The firm has been SEC registered since 2014 and is owned by an individual. Its client base is institutional, and its fee schedule combines a percentage-of-assets model with performance-based compensation. Advisory capabilities described in filings include portfolio management for investment companies, pooled investment vehicles, businesses or institutions, and the selection of other advisers. The firm does not self-identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1LISA THENELL
Chief Compliance Officer and Chief Operating OfficerCRD 2008781
Contacts
2 of 2DENNIS JENSEN
Partner, Director of ResearchCRD 5167734
CHRISTOPHER TESSIN
Founder & Managing PartnerCRD 2621666
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SEATTLE, WA
KING
Location
SEATTLE, WA
Headquartered in SEATTLE, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- KING
- Address
- 520 Pike St
- Time zone
- PT (UTC-8)
- Office locations
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