ACKERMAN CAPITAL MANAGEMENT
ACKERMAN CAPITAL ADVISORS, LLC Legal Name
Adviser information for ACKERMAN CAPITAL MANAGEMENT last updated from Form ADV on March 29th, 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 | Texas, United States |
Employees
Total Number of Employees | 7 |
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Investment Advisory/Research | 3 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 3 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 416 | $406.9M |
Non-Discretionary | 108 | $38.5M |
Total | 524 | $445.4M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 9 | $563,809 |
HNW Individuals | 148 | $401.8M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 1 | $13.5M |
Pension and profit sharing plans | 9 | $8.6M |
Charitable organizations | 5 | $20.9M |
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 | 11-25 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsPension consulting services |
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Compensation | % of AUMFixed feesPerformance-based fees |
Principal Office
5956 SHERRY LANESUITE 1600
DALLAS
TX
United States
Monday - Friday, 8:00 AM TO 5:00 PM
Tel: 214-361-5383, Fax: 214-361-5115
Chief Compliance Officer
DAVID B. ACKERMAN
PRINCIPAL
5956 SHERRY LANE
SUITE 1600
DALLAS
TX
United States
Tel:
214-361-5383
Fax:
214-361-5115
D****@******************M
(Full email address available in API data)
Regulatory Contact
JARED HOHERTZ
DIRECTOR OF OPERATIONS
5956 SHERRY LANE
SUITE 1600
DALLAS
TX
United States
Tel:
214-361-5383
Fax:
214-361-5115
J****@******************M
(Full email address available in API data)
Industry Affiliates
A/Y DIGITAL ADVISERS LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
A/Y DIGITAL HOLDINGS, LP | Hedge Fund | $9.3M | $0.1M | 36 |
ACM ENHANCED MUNICIPAL INCOME FUND, LP | Hedge Fund | $13.5M | $1.0M | 44 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
ACKERMAN, DAVID, BROUWER | Individual | – | MEMBER & CHIEF COMPLIANCE OFFICER | 12/2002 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 25th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ABBOTT LABS | COM | 478K | 5K | 0 |
ALPHABET INC | CAP STK CL A | 2M | 9K | 0 |
AMERICAN AIRLS GROUP INC | COM | 174K | 15K | 0 |
AMERICAN EXPRESS CO | COM | 219K | 946 | 0 |
APPLE INC | COM | 1M | 6K | 0 |
BANK AMERICA CORP | COM | 273K | 7K | 0 |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 1M | 3K | 0 |
BLACKROCK MUN INCOME TR | SH BEN INT | 330K | 32K | 0 |
BLACKROCK MUN TARGET TERM TR | COM SHS BEN IN | 220K | 11K | 0 |
BLACKROCK MUNI INCOME TR II | COM | 1M | 125K | 0 |
BLACKROCK MUNIHOLDINGS FD IN | COM | 601K | 50K | 0 |
BLACKROCK MUNIHOLDINGS QUALI | COM | 343K | 34K | 0 |
BLACKROCK MUNIVEST FD II INC | COM | 2M | 136K | 0 |
BLACKROCK MUNIYIELD FD INC | COM | 228K | 21K | 0 |
BLACKROCK MUNIYIELD QUALITY | COM | 199K | 19K | 0 |
BNY MELLON MUN BD INFRASTRUC | COM SHS | 1M | 137K | 0 |
BNY MELLON STRATEGIC MUN BD | COM | 586K | 99K | 0 |
BNY MELLON STRATEGIC MUNS IN | COM | 2M | 251K | 0 |
CHEVRON CORP NEW | COM | 1M | 8K | 0 |
CONOCOPHILLIPS | COM | 623K | 5K | 0 |
DANAHER CORPORATION | COM | 312K | 1K | 0 |
DISNEY WALT CO | COM | 255K | 3K | 0 |
EATON VANCE NATL MUN OPPORT | COM SHS | 271K | 16K | 0 |
ELI LILLY & CO | COM | 233K | 257 | 0 |
EOG RES INC | COM | 718K | 6K | 0 |
EXXON MOBIL CORP | COM | 2M | 19K | 0 |
GOLDMAN SACHS GROUP INC | COM | 502K | 1K | 0 |
HOME DEPOT INC | COM | 206K | 598 | 0 |
INVESCO EXCH TRADED FD TR II | NATL AMT MUNI | 1M | 56K | 0 |
ISHARES BITCOIN TR | SHS | 590K | 17K | 0 |
ISHARES GOLD TR | ISHARES NEW | 5M | 115K | 0 |
ISHARES INC | CORE MSCI EMKT | 8M | 156K | 0 |
ISHARES INC | MSCI GBL MIN VOL | 10M | 95K | 0 |
ISHARES TR | MSCI EAFE MIN VL | 298K | 4K | 0 |
ISHARES TR | CORE MSCI EAFE | 494K | 7K | 0 |
ISHARES TR | CORE 1 5 YR USD | 233K | 5K | 0 |
ISHARES TR | MSCI USA QLT FCT | 1M | 8K | 0 |
ISHARES TR | MSCI INTL MOMENT | 538K | 14K | 0 |
ISHARES TR | MSCI INTL QUALTY | 4M | 91K | 0 |
ISHARES TR | INTL DIV GRWTH | 606K | 9K | 0 |
ISHARES TR | 0-3 MNTH TREASRY | 8M | 80K | 0 |
ISHARES TR | CORE INTL AGGR | 6M | 114K | 0 |
ISHARES TR | MSCI INTL VLU FT | 12M | 423K | 0 |
ISHARES TR | ISHS 5-10YR INVT | 3M | 62K | 0 |
ISHARES TR | NATIONAL MUN ETF | 9M | 85K | 0 |
ISHARES TR | SHRT NAT MUN ETF | 12M | 112K | 0 |
ISHARES TR | S&P SML 600 GWT | 295K | 2K | 0 |
ISHARES TR | CORE S&P500 ETF | 3M | 6K | 0 |
ISHARES TR | RUS 1000 GRW ETF | 951K | 3K | 0 |
ISHARES TR | CORE S&P US GWT | 2M | 16K | 0 |
JOHNSON & JOHNSON | COM | 278K | 2K | 0 |
JPMORGAN CHASE & CO. | COM | 632K | 3K | 0 |
MCDONALDS CORP | COM | 629K | 2K | 0 |
MICROSOFT CORP | COM | 2M | 3K | 0 |
NETFLIX INC | COM | 531K | 787 | 0 |
NEUBERGER BERMAN MUN FD INC | COM | 911K | 85K | 0 |
NUVEEN AMT-FREE MUN VALUE FD | COM | 285K | 21K | 0 |
NUVEEN MUN VALUE FD INC | COM | 490K | 57K | 0 |
PEPSICO INC | COM | 444K | 3K | 0 |
PIMCO CALIF MUN INCOME FD | COM | 383K | 41K | 0 |
PIMCO CALIF MUN INCOME FD II | COM | 1M | 239K | 0 |
PIMCO MUN INCOME FD | COM | 348K | 38K | 0 |
QUALCOMM INC | COM | 338K | 2K | 0 |
SABINE RTY TR | UNIT BEN INT | 220K | 3K | 0 |
SCHWAB STRATEGIC TR | US LCAP GR ETF | 24M | 235K | 0 |
SCHWAB STRATEGIC TR | US LCAP VA ETF | 9M | 122K | 0 |
SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | 2M | 51K | 0 |
SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 7M | 192K | 0 |
SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 336K | 5K | 0 |
SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 6M | 235K | 0 |
SELECT SECTOR SPDR TR | TECHNOLOGY | 545K | 2K | 0 |
SPDR SER TR | PRTFLO S&P500 VL | 13M | 269K | 0 |
SPDR SER TR | S&P 600 SMCP VAL | 359K | 5K | 0 |
SPDR SER TR | S&P 600 SMCP GRW | 317K | 4K | 0 |
SPDR SER TR | PRTFLO S&P500 GW | 54M | 677K | 0 |
SPDR SER TR | NUVEEN BLMBRG MU | 16M | 341K | 0 |
SPDR SER TR | NUVEEN BLMBRG SH | 1M | 24K | 0 |
TEXAS INSTRS INC | COM | 311K | 2K | 0 |
UDR INC | COM | 414K | 10K | 0 |
UNION PAC CORP | COM | 589K | 3K | 0 |
VANGUARD ADMIRAL FDS INC | SMLCP 600 GRTH | 1M | 10K | 0 |
VANGUARD ADMIRAL FDS INC | SMLCP 600 VAL | 1M | 13K | 0 |
VANGUARD BD INDEX FDS | SHORT TRM BOND | 4M | 57K | 0 |
VANGUARD BD INDEX FDS | LONG TERM BOND | 4M | 53K | 0 |
VANGUARD INDEX FDS | VALUE ETF | 6M | 40K | 0 |
VANGUARD INDEX FDS | SM CP VAL ETF | 5M | 27K | 0 |
VANGUARD INDEX FDS | SML CP GRW ETF | 4M | 15K | 0 |
VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 1M | 11K | 0 |
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 540K | 12K | 0 |
VANGUARD MUN BD FDS | TAX EXEMPT BD | 61M | 1M | 0 |
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 6M | 96K | 0 |
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 835K | 7K | 0 |
VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | 2M | 31K | 0 |
VANGUARD WHITEHALL FDS | INTL HIGH ETF | 11M | 158K | 0 |
VANGUARD WHITEHALL FDS | INTL DVD ETF | 18M | 216K | 0 |
VISA INC | COM CL A | 912K | 3K | 0 |
WESTERN ASSET MANAGED MUNS F | COM | 466K | 45K | 0 |