ACQUIRERS FUNDS, LLC
Firm details
- Headquarters
- ROLLING HILLS ESTATES, California
- CRD number
- 298309
- Registered since
- December 17, 2018
- Website
- acquirersfund.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Acquirers Funds, LLC is a small, institutionally focused investment adviser organized as an LLC and SEC-registered in 2018. The firm’s advisory mandate centers on portfolio management for investment companies and for businesses or institutional clients, operating on a percentage-of-AUM fee model. Its stated client base is institutional and the firm does not position itself as an active ESG investor. Investment activity emphasizes use of external managers and pooled vehicles rather than direct single-stock strategies. The firm allocates to private equity through third-party managers and fund-of-funds structures, while using mutual funds for core liquid exposures. Given the single-client account structure and the firm’s focus on managing investment-company assets, Acquirers Funds appears configured to manage a defined institutional vehicle or vehicles rather than a broad retail advisory base.
Assets & Accounts
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
Contacts
1 of 1TOBIAS CARLISLE
Founder and Managing DirectorCRD 5941790
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ROLLING HILLS ESTATES, CA
LOS ANGELES
Location
ROLLING HILLS ESTATES, CA
Headquartered in ROLLING HILLS ESTATES, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 609 Deep Valley Dr
- Time zone
- PT (UTC-8)
- Office locations
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