|
⚲
|
| Keyboard |
| Ackerman Capital Advisors LLC
✚
|
|
|---|---|
| CRD # | 123824 |
| SEC # | 801-61595 |
| CIK # | 0001302807, 0001699506 |
| AUM | 604.0 M (2026-03-31) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 214-361-5383 |
| Address | 5956 Sherry Lane Dallas, TX 75225 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 9.3 | ||
| Barclays Bank PLC | 5.5 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | A/Y Digital Holdings LP | 2024-03-29 | 13.8 M | |
| HF | ACM Enhanced Municipal Income Fund LP | 2019-03-29 | 12.8 M | |
| HF | Ackerman Value Partners LP | 2012-03-30 | 18.1 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 33 | 9.0 |
| (b) Individuals (high net worth individuals) | 141 | 556.4 |
| (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 | 10 | 11.5 |
| (h) Charitable organizations | 8 | 27.1 |
| (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 | 528 | 604.0 |
| By Discretionary | ||
| Discretionary | 509 | 595.3 |
| Non-Discretionary | 19 | 8.7 |
| Total | 528 | 604.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.9 | |
| United States Persons | 602.1 | |
| Total | 528 | 604.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001699506] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
| Comparable Firms | State | AUM |
|---|---|---|
|
Bolthouse Investments LLC
✚
|
CA | 631.2 M |
|
PVG Asset Management Corp
✚
|
CO | 624.9 M |
|
Lountzis Asset Management LLC
✚
|
PA | 624.1 M |
|
12th Street Asset Management LLC
✚
|
TN | 621.6 M |
|
Sapere Wealth Management LLC
✚
|
NC | 604.8 M |
|
AR Asset Management Inc
✚
|
CA | 602.6 M |
|
RJA Asset Management LLC
✚
|
CT | 588.9 M |
|
Hyperion Capital Advisors LP
✚
|
NY | 581.3 M |
|
Able Wealth Management LLC
✚
|
NJ | 579.5 M |
|
Valueworks LLC
✚
|
NY | 577.3 M |