{
  "crd_number": 281887,
  "slug": "acacia-partners-llc-austin-tx-281887",
  "primary_business_name": "ACACIA PARTNERS, LLC",
  "legal_name": "ACACIA PARTNERS, LLC",
  "dbas": [],
  "city": "Austin",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "12420",
  "metro": {
    "cbsa_code": "12420",
    "common_name": "Austin",
    "msa_name": "Austin-Round Rock-San Marcos, TX",
    "path": "/advisors/tx/austin"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-07-28",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-03-13",
  "carried_forward": false,
  "raum_total": 220726167.0,
  "raum_discretionary": 220726167.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 220726167.0,
      "count": 5
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "IL",
    "MD",
    "TX",
    "WI"
  ],
  "websites": [
    "https://acaciapartnersllc.com",
    "https://linkedin.com/company/acaciapartnersllc/about"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/281887",
  "city_as_filed": "AUSTIN",
  "url": "https://advisorcensus.com/firm/acacia-partners-llc-austin-tx-281887",
  "display_name": "Acacia Partners, LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Acacia Partners, LLC (CRD 281887): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Acacia Partners, LLC compensated?",
      "a": "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."
    },
    {
      "q": "How much does Acacia Partners, LLC charge?",
      "a": "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."
    },
    {
      "q": "Where is Acacia Partners, LLC located?",
      "a": "Acacia Partners, LLC's principal office is in Austin, TX, according to its Form ADV."
    },
    {
      "q": "Is Acacia Partners, LLC registered with the SEC or a state?",
      "a": "Acacia Partners, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 281887."
    },
    {
      "q": "How much does Acacia Partners, LLC manage?",
      "a": "Acacia Partners, LLC reports $220,726,167 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (100% discretionary)."
    },
    {
      "q": "How have Acacia Partners, LLC's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Acacia Partners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (5)."
    },
    {
      "q": "Does Acacia Partners, LLC report any disciplinary disclosures?",
      "a": "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"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2021-03-02"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2022-03-25"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 254890349.0,
      "total_employees": 5,
      "filing_date": "2023-06-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 461351988.0,
      "total_employees": 5,
      "filing_date": "2024-05-30"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 237308890.0,
      "total_employees": 5,
      "filing_date": "2025-03-19"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 220726167.0,
      "total_employees": 5,
      "filing_date": "2026-03-13"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 13, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "1% to 2% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 1% to 2% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        1.0,
        2.0
      ],
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/acacia-partners-llc-austin-tx-281887.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 220726167.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/281887",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}