Acquirers Funds, LLC

Acquirers Funds, LLC, based in Rolling Hills, California, was established in 2018 as an investment adviser firm. The firm specializes in providing a range of investment advisory services, including asset management and ETF management. Acquirers Funds, LLC is wholly owned by Tobias Carlisle and operates as a fiduciary, committed to acting in the best interests of its clients. The firm offers tailored portfolio management services, utilizing individual stocks, bonds, ETFs, options, and other securities to meet specific investment goals. Clients are required to have a minimum account balance of $500,000 for asset management services. The firm charges a maximum annual fee of 2.00% for asset management, billed quarterly based on the account value. Acquirers Funds, LLC does not accept performance-based fees and does not engage in side-by-side management. The firm does not offer or sponsor a wrap fee program. As of December 31, 2024, the firm reported $46,000,000 in assets under management. Clients have the option to grant investment discretion to the firm, allowing it to execute transactions on their behalf. Acquirers Funds, LLC does not have custody of client funds or securities, and all clients receive account statements directly from qualified custodians. The firm has established policies and procedures for proxy voting, ensuring votes are cast in the best interests of clients. Acquirers Funds, LLC does not pay for proxy voting services with soft dollars and does not charge an additional fee for proxy voting. The firm does not provide financial information in the brochure as it does not require prepayment of fees exceeding $1,200 or have financial conditions impairing its ability to meet obligations. For more information, clients can contact Tobias Carlisle, Chief Compliance Officer, at 646-535-8629 or [email protected].