ACRUENCE CAPITAL, LLC
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 305482
- Registered since
- March 16, 2021
- Website
- acruencecapital.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Other Investment Advisers52.99%
- Investment Companies47.01%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Acruence Capital, LLC is a small, SEC-registered investment adviser that positions itself as a capital allocator for institutional clients. The firm’s advisory scope centers on portfolio management for investment companies and for businesses or institutions, with an explicit capability to select and oversee third‑party managers. Fee arrangements include both a percentage of assets under management and fixed fees, and the firm does not identify as an active ESG investor. Investment activity shows a clear preference for listed equities and ETFs as core building blocks. Mandates are split between discretionary and non‑discretionary relationships, which indicates the firm runs fully delegated strategies for some clients while providing oversight and model provisioning for others. The adviser also operates a hedge fund vehicle and uses mutual funds alongside exchange‑traded instruments, while directing allocations into alternative asset classes such as real estate and digital currency via 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 Equities50%
- Derivatives25%
- Cash & Cash Equivalents25%
Contacts
2 of 2TRAVIS FIELDS
Sales & MarketingCRD 5704147
ROBERT EMRICH
Managing Director & Senior Portfolio ManagerCRD 4208445
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 8111 Preston Rd
- Time zone
- CT (UTC-6)
- Office locations
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