# Acasta Partners US LLC

> Acasta Partners US LLC is an SEC-registered investment advisory firm in Boca Raton, FL, registered since 2025, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated February 12, 2026.

- CRD: 335005
- Filed as: ACASTA PARTNERS US LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boca Raton, FL
- Filing period: October 2026
- Form ADV filing dated: February 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/335005
- AdvisorCensus page: https://advisorcensus.com/firm/acasta-partners-us-llc-boca-raton-fl-335005

## Quick answers

**How is Acasta Partners US LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Acasta Partners US LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Acasta Partners US LLC located?**
Acasta Partners US LLC's principal office is in Boca Raton, FL, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Acasta Partners US LLC registered with the SEC or a state?**
Acasta Partners US LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 335005.

**How much does Acasta Partners US LLC manage?**
Acasta Partners US LLC reports $4,722,407,248 in regulatory assets under management in its Form ADV filing dated February 12, 2026 (100% discretionary).

**What types of clients does Acasta Partners US LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3).

**Which custodians does Acasta Partners US LLC use?**
Acasta Partners US LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists The Northern Trust Company as a custodian holding 10% or more of its separately managed account assets.

**Does Acasta Partners US 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/335005

**What changed in Acasta Partners US LLC's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 12 to 2. Regulatory assets under management went from $3,940,769,443 to $4,722,407,248 (+20%). No longer lists an office in Boca Raton, FL. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- The Northern Trust Company

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $4,722,407,248
- Discretionary: $4,722,407,248
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $4,703,788,487 |
| Charitable organizations | Fewer than 5 | $18,618,761 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2025 (1 year)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Greenwich, CT

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

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 12 to 2.
- Regulatory assets under management went from $3,940,769,443 to $4,722,407,248 (+20%).
- No longer lists an office in Boca Raton, FL.
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Acasta Partners US LLC (CRD 335005): Form ADV filing data as of October 2026.