# 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.

- CRD: 281887
- Filed as: ACACIA PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/281887
- AdvisorCensus page: https://advisorcensus.com/firm/acacia-partners-llc-austin-tx-281887

## Quick answers

**How 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.

**How much does Acacia Partners, LLC charge?**
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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 13, 2026)

- Asset-based fee: 1% to 2% a year (a range, as the brochure states it)

> 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 brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $220,726,167
- Discretionary: $220,726,167
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 5 | $220,726,167 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, IL, MD, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- acaciapartnersllc.com
- LinkedIn @acaciapartnersllc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | March 2, 2021 |
| October 2022 | Not reported | Not reported | March 25, 2022 |
| October 2023 | $254,890,349 | 5 | June 28, 2023 |
| October 2024 | $461,351,988 | 5 | May 30, 2024 |
| October 2025 | $237,308,890 | 5 | March 19, 2025 |
| October 2026 | $220,726,167 | 5 | March 13, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Acacia Partners, LLC (CRD 281887): Form ADV filing data as of October 2026.