FOUNDERS EQUITY PARTNERS
ACM ADVISORS, LLC Legal Name
Adviser information for FOUNDERS EQUITY PARTNERS last updated from Form ADV on March 28th, 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 | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| 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 | 4 | $213.9M |
| Non-Discretionary | 0 | $0 |
| Total | 4 | $213.9M |
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 | 4 | $213.9M |
| 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 | 4 |
| 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 | 801-126290 |
|---|---|
| SEC ERA File Number | 801-126290 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 282022 |
| Legal Entity Identifier | None |
Principal Office
160 WEST DELONEY ST.JACKSON
WY
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 307-249-6998, Fax: None
Chief Compliance Officer
MATTHEW MORAN
CFO
8110 MAPLE LAWN BLVD #200
FULTON
MD
United States
Tel:
757-617-6559
M***@**********M
(Full email address available in API data)
Regulatory Contact
ROBERT R.
ACKERMAN (III)
P.O. BOX 6465
JACKSON
WY
United States
Tel:
307-249-6998
R**@**********M
(Full email address available in API data)
Industry Affiliates
| ACM OPPORTUNITIES MANAGEMENT LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| CIP II ADMINISTRATIVE, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| DATATRIBE FOUNDRY, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| DATATRIBE OPPORTUNITIES MANAGEMENT, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| FOUNDERS EQUITY MANAGEMENT, LLC | Sponsor, GP, manager of pooled investment vehicles |
| FOUNDERS EQUITY PARTNERS TACTICAL OPPORTUNITIES MANAGEMENT, LLC | Sponsor, GP, manager of pooled investment vehicles |
| FOUNDERS EQUITY PARTNERS TACTICAL OPPORTUNITIES MANAGEMENT, LLC SERIES DRAGOS | Sponsor, GP, manager of pooled investment vehicles |
| FOUNDERS EQUITY PARTNERS TACTICAL OPPORTUNITIES, LLC - SERIES DRAGOS II | Sponsor, GP, manager of pooled investment vehicles |
| MEDIATECH ADMINISTRATIVE V, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| FOUNDERS EQUITY PARTNERS I, L.P. | Private Equity Fund | $133.0M | $0.0M | 11 |
| FOUNDERS EQUITY PARTNERS SPECIAL OPPORTUNITIES I, L.P. | Private Equity Fund | $43.2M | $0.0M | 2 |
| FOUNDERS EQUITY PARTNERS TACTICAL OPPORTUNITIES LP - SERIES DRAGOS | Private Equity Fund | $27.4M | $0.0M | 9 |
| FOUNDERS EQUITY PARTNERS TACTICAL OPPORTUNITIES, LP - SERIES DRAGOS II | Private Equity Fund | $10.2M | $0.0M | 14 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ACKERMAN, ROBERT, RICHARD | Individual | – | MEMBER | 08/2015 | > 75% |
| ACKERMAN, ROBERT, R. | Individual | – | MANAGING DIRECTOR | 08/2015 | < 5% |
| Moran, Matthew, Patrick | Individual | – | CFO/CCO | 12/2023 | < 5% |