ACANSA INVESTMENT MANAGEMENT GROUP, LLC
Adviser information for ACANSA INVESTMENT MANAGEMENT GROUP, LLC last updated from Form ADV on March 18th, 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 | Virginia, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| 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 | 0 | $0 |
| Non-Discretionary | 1 | $756.6M |
| Total | 1 | $756.6M |
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 | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $756.6M |
| 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 businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed feesPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-121275 |
|---|---|
| SEC ERA File Number | 801-121275 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 313457 |
| Legal Entity Identifier | None |
Principal Office
8609 WESTWOOD CENTER DRIVESUITE 110
TYSONS CORNER
VA
United States
Monday - Friday, 8 A.M. TO 6 P.M.
Tel: +1 (703) 639-1888, Fax: None
Chief Compliance Officer
TODD K. WOODRICK
8609 WESTWOOD CENTER DRIVE
SUITE 110
TYSONS CORNER
VA
United States
Tel:
703-639-1888
T********@*************M
(Full email address available in API data)
Regulatory Contact
STEVEN D. SANDLER
SR. MANAGING DIRECTOR
8609 WESTWOOD CENTER DRIVE
SUITE 110
TYSONS CORNER
VA
United States
Tel:
+1 (703) 639-1888
S*******@*************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 |
|---|---|---|---|---|---|
| AIMG HOLDINGS, LLC | Domestic Entity | – | LLC MEMBER AND UNIT HOLDER | 03/2021 | > 75% |
| CAHILL, MARY, L. | Individual | – | CEO/CIO | 07/2020 | < 5% |
| WOODRICK, TODD, K. | Individual | – | COO AND CHIEF COMPLIANCE OFFICER | 07/2020 | < 5% |
| SANDLER, STEVEN, D. | Individual | – | SENIOR MANAGING DIRECTOR | 07/2020 | < 5% |
| WOODRICK, TODD, K. | Individual | AIMG HOLDINGS, LLC | MEMBER | 06/2021 | 25-50% |
| SANDLER, STEVEN, D. | Individual | AIMG HOLDINGS, LLC | MEMBER | 06/2021 | 25-50% |
| CAHILL, MARY, L. | Individual | AIMG HOLDINGS, LLC | MANAGING MEMBER | 06/2021 | 25-50% |