ACM MANAGEMENT COMPANY, LLC
Adviser information for ACM MANAGEMENT COMPANY, LLC last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 19 |
|---|---|
| Investment Advisory/Research | 14 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2 | $751.7M |
| Non-Discretionary | 0 | $0 |
| Total | 2 | $751.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 2 | $751.7M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-107667 |
|---|---|
| SEC ERA File Number | 801-107667 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 283037 |
| Legal Entity Identifier | None |
Principal Office
2175 NW RALEIGH ST, SUITE 110PORTLAND
OR
United States
Monday - Friday, 8:30 - 5:00
Tel: 971-420-1871, Fax: None
Chief Compliance Officer
KATHERINE HART
CHIEF COMPLIANCE OFFICER
2175 NW RALEIGH ST, SUITE 110
PORTLAND
OR
United States
Tel:
971-420-1871
H***@*********************M
(Full email address available in API data)
Regulatory Contact
LIZ CROWE
CHIEF FINANCIAL OFFICER
2175 NW RALEIGH ST, SUITE 110
PORTLAND
OR
United States
Tel:
971-420-1871
C****@*********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| ACM FUND II, LLC | Private Equity Fund | $305.8M | $5.0M | 45 |
| ACM PERMANENT CROPS LLC | Private Equity Fund | $436.3M | $5.0M | 32 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| EQUILIBRIUM CAPITAL GROUP, LLC | Domestic Entity | – | MEMBER, PREFERRED SHAREHOLDER | 12/2015 | 25-50% |
| HURLBUT, ROBERT, SATERLEE | Individual | – | HEAD OF CAPITAL MANAGEMENT | 12/2015 | 10-25% |
| RANDALL, BROOKE, MARC | Individual | – | PRINCIPAL, CAPITAL MANAGEMENT AND SECRETARY | 12/2015 | 10-25% |
| AVINELIS, THOMAS, EDWARD | Individual | – | HEAD OF OPERATIONS | 12/2015 | 25-50% |
| Hart, Katherine, Elizabeth | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2020 | < 5% |
| CROWE, ELIZABETH, ASHLEY | Individual | – | CFO | 01/2023 | < 5% |