ACKERMAN ASSET MANAGEMENT, LLC
Adviser information for ACKERMAN ASSET MANAGEMENT, LLC last updated from Form ADV on March 15th, 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 | Maryland, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| 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 | 191 | $127.9M |
| Non-Discretionary | 2 | $431.4M |
| Total | 193 | $559.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 27 | $11.2M |
| HNW Individuals | 38 | $116.2M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 2 | $431.4M |
| Charitable organizations | 1 | $470,119 |
| 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 | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPension consulting services |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-114891 |
|---|---|
| SEC ERA File Number | 801-114891 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 137958 |
| Legal Entity Identifier | None |
Principal Office
11505 DANVILLE DRIVEROCKVILLE
MD
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: 301-230-2088, Fax: 240-599-1184
Chief Compliance Officer
JAMES D. ACKERMAN
PRESIDENT & CHIEF COMPLIANCE OFFICER
11505 DANVILLE DRIVE
ROCKVILLE
MD
United States
Tel:
301-230-2088
Fax:
240-599-1184
J*@****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ACKERMAN, JAMES, DAVID | Individual | – | PRESIDENT, CHIEF COMPLIANCE OFFICER & MEMBER | 11/2005 | > 75% |