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 small hedge-fund–style registered adviser formed as an LLC and registered with the SEC in 2021. The firm is owned by an individual and serves both high-net-worth individuals/families and institutional investors. Its advisory services include discretionary portfolio management for individuals and small businesses as well as management of pooled investment vehicles. The firm operates as sponsor, general partner and managing member of pooled funds it advises and charges a combination of AUM-based and performance-based fees. ACT Capital is not positioned as an ESG-focused manager and does not report multi-state advisory status beyond its SEC registration.
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
- Cash & Cash Equivalents82%
- Exchange Traded Equities14%
- Non-Exchange Traded Equities3%
- Derivatives1%
Owners & executives
1 of 1FAYTH ECKER
Chief Compliance OfficerCRD 5508482
Contacts
2 of 2AMIR 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
$813K in ETFs
100%
$813K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GRAYSCALE BITCOIN TRUST ETF (GBTC) | Grayscale | Passive | Digital Assets | $813K | 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
GADSDEN
RIAWAYNE, PA
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