ACRISURE CAPITAL MANAGEMENT LLC

Adviser information for ACRISURE CAPITAL MANAGEMENT LLC last updated from Form ADV on June 15th, 2023. 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 0
Investment Advisory/Research 0
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 No

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 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 0
No. of Non-U.S. Clients 0

Services

Advisory Services
Compensation

Identifiers

SEC RIA File Number 802-124818
SEC ERA File Number 802-124818
SEC CIK Numbers 1913905
SEC CRD Numbers 317347
Legal Entity Identifier None

Principal Office

816 CONGRESS AVE
SUITE 600
AUSTIN
TX
United States
Monday - Friday, 8:30AM-5PM CT
Tel: 512-763-5414, Fax: None

Chief Compliance Officer

SARA BEIER
DIRECTOR OF OPERATIONS
816 CONGRESS AVE
SUITE 600
AUSTIN
TX
United States
Tel: 608-239-9685
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
HELICON MASTER FUND LTD Hedge Fund $188.9M $5.0M 24

Control Persons

Name Type Entity Title Since Ownership
MCCORD, MICHAEL, BRENDAN Individual PRESIDENT AND CRO 09/2021 < 5%
BEIER, SARA, ANN Individual CHIEF COMPLIANCE OFFICER 12/2021 < 5%
ACRISURE, LLC Domestic Entity MEMBER 09/2021 > 75%
ACRISURE INTERMEDIATE INC. Domestic Entity ACRISURE, LLC SHAREHOLDER 02/2013 > 75%
ACRISURE HOLDINGS INC. Domestic Entity ACRISURE INTERMEDIATE INC. SHAREHOLDER 02/2013 > 75%
CUNNINGHAM, JOHN, PAUL Individual CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER 11/2022 < 5%

No. Employees, Historic

0002022202320240 on 3/30/20220 on 3/31/20230 on 5/4/20230 on 6/2/20230 on 6/15/2023

Holdings

From latest 13F, filed July 12th, 2023 for period ending June 30th, 2023
Name Class Value $USD # Shares Private Fund
N/A N/A 0 0