ac
Ackerman Capital Management
SEC-regulated
Registered investment advisor
Ackerman Capital Advisors, L.L.C. (dba Ackerman Capital Management, L.P.) is an SEC-registered investment adviser founded in 2002, succeeding entities established in 1969. The firm specializes in managing investment portfolios for high-net-worth clients, private funds, and retirement plans. Investment strategies include capital preservation, conservative, moderate, and aggressive allocations, primarily utilizing ETFs and mutual funds. The firm also advises private funds like ACM Enhanced Municipal Income Fund, L.P. and A/Y Digital Holdings, L.P., focusing on municipal bonds and digital assets, respectively. Retirement plan consulting services are offered under ERISA 3(38) or 3(21) fiduciary services. Financial planning services are available upon request, with fees outlined in agreements. The firm exercises investment discretion for client accounts, with a minimum investment typically at $1,000,000. Ackerman Capital Advisors has a Code of Ethics, practices proxy voting, and maintains custody through qualified custodians. The firm has no disciplinary history and provides regular client reporting and financial information. The firm's financial condition is sound, with no indications of impairment.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This company does not appear to be registered with Unbiased therefore we cannot match you to their services. Please
complete our convenient online form to find a tailored advisor perfectly suited to your needs.
We can advise you on
Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
Find your perfect
advisor
Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting