ACACIA PARTNERS, LLC

other names
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Adviser Profile
As of Date 05/30/2024
Adviser Type - Large advisory firm
Number of Employees 5
of those in investment advisory functions 5
Registration SEC, Approved, 07/28/2023
Other registrations (2)
Former registrations

ACACIA PARTNERS, LLC

AUM* 461,351,988
of that, discretionary 461,351,988
Private Fund GAV* 461,351,988 81.00%
Avg Account Size 76,891,998
SMA’s No
Private Funds 6
Contact Info 214 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
1 1 1 1

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count6 GAV$461,351,988

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Brochure Summary

Overview

Acacia Partners, LLC (the “Firm”) is a Delaware limited liability company that was formed in August 2011. The Firm is principally owned and controlled by Bradley Elliot Johl, (the “Principal”). The Firm provides discretionary investment advice to one or more private funds (collectively, the “Funds”). The Firm may also provide investment advice to additional private funds in the future. References throughout this document to “clients” refer to the Funds and any other private funds that the Firm may advise in the future. Client accounts are managed in accordance with their own investment objectives, as described in their
respective offering documents and governing agreements (collectively, the “Governing Documents”). The Firm does not permit investors in the Funds to impose limitations on the investment activities described in the Funds’ Governing Documents. (See Item 16 - Investment Discretion.) As of the date hereof, each Fund is a limited liability company of which the Firm serves as the manager. The Firm does not participate in wrap fee programs. As of March 31, 2024, the Firm managed $461,351,988 of regulatory assets under management on a discretionary basis. The Firm does not manage any assets on a non-discretionary basis.