Acute Investment Advisory

Overview

Acute Investment Advisory is an independently owned limited liability company that operates as an SEC-registered registered investment adviser (registered in 2022). The firm serves individual and family clients and describes itself as a capital allocator that also selects third-party managers. Its advisory activities include financial planning, portfolio management for individuals and small businesses, portfolio management for institutional or business clients, and manager selection. Compensation is primarily percentage-of-AUM with additional fee arrangements noted. The firm reports an insurance company industry affiliation, does not identify as an active ESG investor, and is not a multi-state adviser. Acute positions itself to combine discretionary portfolio management with access to external alternative managers, rather than functioning as a pure product shop. The regulatory filings indicate an independent, owner-operated RIA model focused on advisory relationships with individual and family clients and on delegating or partnering with outside managers where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives