Ackerman Capital Management

RIASEC Registered

Total AUM

$604M

Discretionary

$595M

99% of AUM

Avg account

$1.1M

Accounts

528

Employees

Advisory reps

Firm details

Headquarters: Dallas, Texas
CRD number: 123824
Registered since: November 13, 2002
Website: ackermancapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI92.12%
Charitable Organizations4.49%
Pension & Profit Sharing Plans1.9%
Individuals1.5%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Ackerman Capital Management is an independent, LLC-structured registered investment adviser that has been SEC-registered since 2002. The firm acts as a capital allocator for both individual & family clients and institutional mandates. Its advisory mix spans financial planning, discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and consulting for business or institutional pension-related matters. Fee arrangements are mixed: percentage-of-AUM, fixed fees and performance-based fees are all used. Ackerman lists industry roles that include acting as an investment adviser and sponsor and serving as GP/managing member of pooled vehicles. The firm does not identify as an active ESG investor.