ACUITAS INVESTMENTS, LLC

RIASEC RegisteredEst. 2014
Total AUM
$1.5B
Discretionary
$1.5B
100% of AUM
Avg account
$212M
Accounts
7
Employees
7
Advisory reps
3

Firm details

Headquarters
SEATTLE, Washington
CRD number
155782
Registered since
April 1, 2014
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • LISA THENELL

    Chief Compliance Officer and Chief Operating OfficerCRD 2008781

Contacts

2 of 2
  • DENNIS JENSEN

    Partner, Director of ResearchCRD 5167734

  • CHRISTOPHER TESSIN

    Founder & Managing PartnerCRD 2621666

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth