AdvisorCensus / Financial advisors / Texas / Austin / Acacia Partners, LLC
Acacia Partners, LLC is an SEC-registered investment advisory firm in Austin, TX, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 13, 2026.
Quick answers
From the filingHow is Acacia Partners, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Acacia Partners, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
What does Acacia Partners, LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated March 13, 2026 states: Asset-based fee: 1% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Acacia Partners, LLC located?
Acacia Partners, LLC's principal office is in Austin, TX, according to its Form ADV.
Is Acacia Partners, LLC registered with the SEC or a state?
Acacia Partners, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 281887.
How much does Acacia Partners, LLC manage?
Acacia Partners, LLC reports $220,726,167 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (100% discretionary).
How have Acacia Partners, LLC's assets and staff changed since 2021?
In the Form ADV data for Acacia Partners, LLC: Regulatory assets under management: $254,890,349 in the October 2023 data and $220,726,167 in the October 2026 data, down 13%. Total employees: 5 in October 2023 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Acacia Partners, LLC serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (5).
Does Acacia Partners, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/281887
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 1% to 2% a year (a range, as the brochure states it)
The brochure's wording
The Firm receives a management fee from the Funds that generally ranges from 1-2%. The management fee is paid quarterly either in advance or in arrears during the investment period of the Fund.
As stated in the firm's Form ADV Part 2A brochure dated March 13, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$220,726,167 as of October 2026, filing dated March 13, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2023 (3 years)
- Employees
- Total: 5. Performing investment advisory functions: 5.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
5 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $220,726,167 | 5 | March 13, 2026 |
| October 2025 | $237,308,890 | 5 | March 19, 2025 |
| October 2024 | $461,351,988 | 5 | May 30, 2024 |
| October 2023 | $254,890,349 | 5 | June 28, 2023 |
| October 2022 | Not reported | Not reported | March 25, 2022 |
| October 2021 | Not reported | Not reported | March 2, 2021 |
Regulatory assets under management: $254,890,349 in the October 2023 data and $220,726,167 in the October 2026 data, down 13%.
Total employees: 5 in October 2023 and 5 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Acacia Partners, LLC (CRD 281887): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/acacia-partners-llc-austin-tx-281887