AC INVESTMENT MANAGEMENT LLC

RIASEC RegisteredEst. 2006
Total AUM
$251M
Discretionary
$251M
100% of AUM
Avg account
$62.7M
Accounts
4
Employees
8
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
140443
Registered since
June 22, 2006
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

AC Investment Management LLC is an SEC-registered limited liability company that operates as a hedge fund manager focused on institutional clients. The firm is organized to run pooled investment vehicles and to select and oversee other advisers, and it also functions in roles typical of a sponsor or general partner and as a CPO/CTA. Its compensation mixes a percentage-of-assets fee with performance-based fees, and it manages assets on a fully discretionary basis. The adviser is not positioned as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser.

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

Contacts

2 of 2
  • TIMOTHY WARD

    Analyst and Portfolio ManagerCRD 5842657

  • Daphne Scalamandre

    MemberCRD 7895066

Wealth teams

FINTRX

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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
1350 Avenue of the Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth