Acara Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 293864
- Website
- acarawealth.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI87.23%
- Individuals12.77%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Acara Capital Management, LLC is a small, fee-based RIA organized as an LLC that focuses on advisory relationships with individual and family clients. The firm operates with a discretionary mandate across its client base and shows a clear preference for equity exposure, allocating the bulk of its capital to exchange-traded equities. Its business model centers on portfolio management for individuals and small businesses, charging clients a percentage of assets under management. The adviser does not position itself as an active ESG investor and is not structured as a multi-state or pension consultant adviser. Investment activity appears concentrated and execution-focused, leveraging liquid, exchange-listed instruments to implement client portfolios while supplementing core equity allocations with mutual funds and targeted real estate exposure through third-party managers.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities83%
- Public Funds/Mutual Funds16%
- Cash & Cash Equivalents1%
Contacts
2 of 2
Fletcher Perkins
FounderCRD 4553938
Jennifer Perkins
MemberCRD 6923176
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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