ACM

RIASEC RegisteredEst. 2017
Total AUM
$231M
Discretionary
$231M
100% of AUM
Avg account
$16.5M
Accounts
14
Advisory reps
2

Firm details

Headquarters
Wayzata, Minnesota
CRD number
285739
Registered since
September 26, 2017
Custodians
U.S. BANK, N.A.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Pension & Profit Sharing Plans76.36%
  • Charitable Organizations23.36%
  • HNWI0.17%
  • Individuals0.12%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

ACM is a limited liability company operating as an SEC-registered institutional RIA since 2017. The firm serves both individual/family clients and institutional or business clients, offering portfolio management for small businesses, individuals, and institutions. Its business activities include CPO/CTA functions, indicating involvement in commodity or futures trading strategies or the administration of pooled vehicles. Fee arrangements combine percentage-of-AUM pricing with fixed-fee engagements. ACM is owned by an individual and does not describe itself as an ESG-focused or multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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 65%, US Government Bonds 20%, Investment Grade Corp Bonds 5%, Derivatives 5%, Cash & Cash Equivalents 5%65%
  • Exchange Traded Equities65%
  • US Government Bonds20%
  • Investment Grade Corp Bonds5%
  • Derivatives5%
  • Cash & Cash Equivalents5%

Owners & executives

1 of 1
  • David Van Benschoten

    David Van Benschoten

    Co-Founder and Chief Investment OfficerCRD 5416576

Contacts

1 of 1
  • Lorenzo Paloscia

    Lorenzo Paloscia

    Quantitative AnalystCRD 6842503

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

Wayzata, MN

Hennepin

Location

Wayzata, MN

Headquartered in Wayzata, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Hennepin
Address
801 Twelve Oaks Center Dr
Time zone
CT (UTC-6)
Office locations

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