ACT Securities, LLC

Overview

ACT Securities, LLC is a small, individual-owned limited liability company that operates in the advisory/financial services space with ties to the banking or thrift sector. The firm does not identify as a multi-state adviser and is not flagged as an active ESG investor. Its public profile shows a conventional mix of third-party mutual funds for public-market exposure and allocations to external private equity managers for alternatives. Fee arrangements are listed generically as "other," suggesting customized or non-standard billing structures rather than a simple AUM percentage schedule. Investment activity centers on outsourcing specialized asset management where appropriate: mutual funds for core liquid exposures and external private equity managers for illiquid or opportunistic allocations. The presence of private equity on the list indicates the firm uses third-party alternative managers rather than building an in-house private equity platform. No pension consulting, related-adviser relationships, or multi-state adviser registrations are indicated.

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Location & Offices