ACT Capital Management, LLC
Firm details
- Headquarters
- Wayne, Pennsylvania
- CRD number
- 307272
- Registered since
- August 9, 2021
- Website
- actcapitalmanagement.com
- Custodians
- THE VANGUARD GROUP, INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles90.52%
- HNWI9.33%
- Individuals0.15%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
ACT Capital Management, LLC is a privately owned, SEC-registered investment adviser that operates with a hedge-fund orientation. Founded as an LLC and registered with the SEC in 2021, the firm serves both individual/family clients and institutional investors. Its advisory mandate covers discretionary portfolio management for individual and small-business clients as well as for pooled investment vehicles. The firm also functions as sponsor, general partner and managing member for pooled funds it operates. Fees are charged as a percentage of assets under management and include performance-based components.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Cash & Cash Equivalents82%
- Exchange Traded Equities14%
- Non-Exchange Traded Equities3%
- Derivatives1%
Owners & executives
1 of 1
Fayth Ecker
Chief Compliance OfficerCRD 5508482
Contacts
2 of 2
Amir Ecker
Founder & Managing MemberCRD 1253824
Maria Ecker
MemberCRD 7232413
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$701K in ETFs
100%
$701K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GRAYSCALE BITCOIN TRUST ETF (GBTC) | Grayscale | Passive | Digital Assets | $701K | 15,400 | 100.00% |
Location
Wayne, PA
Delaware
Location
Wayne, PA
Headquartered in Wayne, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Delaware
- Address
- 100 W Lancaster Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Villanova Investment Management Company, LLC
RIAWayne, PA
Argosy-Lionbridge Management, LLC
RIAWayne, PA
Addis & Hill, Incorporated
RIAWayne, PA
Entrust Financial LLC
RIAWayne, PA
Alden Investment Group
RIAWayne, PA
Bluestone Capital Management, LLC
RIAWayne, PA