ACM
Firm details
- Headquarters
- Wayzata, Minnesota
- CRD number
- 285739
- Registered since
- September 26, 2017
- Website
- asymmetriccap.com
- 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
FINTRXOverview
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
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 Equities65%
- US Government Bonds20%
- Investment Grade Corp Bonds5%
- Derivatives5%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1
David Van Benschoten
Co-Founder and Chief Investment OfficerCRD 5416576
Contacts
1 of 1
Lorenzo Paloscia
Quantitative AnalystCRD 6842503
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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