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| Ackerman Capital Advisors LLC
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| |
|---|---|
| CRD # | 123824 |
| SEC # | 801-61595 |
| CIK # | 0001699506, 0001302807 |
| AUM | $445.4 MM (2024-03-29) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 214-361-5383 |
| Address | 5956 Sherry Lane Dallas, TX 75225 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| IAU | 5.1 | ||
| XOM | 385,508.3 | 2.2 | |
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | A/Y Digital Holdings LP | 2024-03-29 | 9.3 | |
| HF | ACM Enhanced Municipal Income Fund LP | 2019-03-29 | 13.5 | |
| HF | Ackerman Value Partners LP | 2012-03-30 | 18.1 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9 | 0.6 |
| (b) Individuals (high net worth individuals) | 148 | 401.8 |
| (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 | 1 | 13.5 |
| (g) Pension and profit sharing plans | 9 | 8.6 |
| (h) Charitable organizations | 5 | 20.9 |
| (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 | 524 | 445.4 |
| By Discretionary | ||
| Discretionary | 416 | 406.9 |
| Non-Discretionary | 108 | 38.5 |
| Total | 524 | 445.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 445.4 | |
| Total | 524 | 445.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001699506] |
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|---|---|---|
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