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| Happy Holidays!! thanks for using AUM13F!! |
| Ackerman Asset Management LLC
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|---|---|
| CRD # | 137958 |
| SEC # | 801-114891 |
| CIK # | 0002067071 |
| AUM | $644.7 M (2025-03-21) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 301-230-2088 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Capital Bancorp Inc | 1.2 | ||
| Apple Inc | 1.1 | ||
| Marriott International Inc /MD/ | 0.3 | ||
| Home Depot Inc | 0.3 | ||
| Cohen & Steers Infrastructure Fund Inc | 0.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 28 | 11.0 |
| (b) Individuals (high net worth individuals) | 38 | 124.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 508.8 |
| (h) Charitable organizations | 1 | 0.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 209 | 644.7 |
| By Discretionary | ||
| Discretionary | 205 | 135.5 |
| Non-Discretionary | 4 | 509.2 |
| Total | 209 | 644.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 644.7 | |
| Total | 209 | 644.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002067071] |
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|---|---|---|
|
Traveka Wealth LLC
✚
|
CA | 0.6 |
|
Roman Butler Fullerton & Co
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|
MO | 0.6 |
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Carrera Capital Advisors LLC
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MI | 0.6 |
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Smith & Howard Wealth Management LLC
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PA | 0.6 |
|
Dopkins Wealth Management LLC
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|
Schwarz Dygos Wheeler Investment Advisors LLC
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MN | 0.6 |
|
Compass Advisory Group LLC
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|
NY | 0.6 |
|
SFG Wealth Management LLC
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|
MD | 0.6 |
|
Alexander Investment Services Co
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KY | 0.6 |