Ac Investment Management, Llc
- Regulatory AUM
- $251M
- Discretionary
- $251M
- Clients
- 4
- Avg AUM / client
- $62.7M
- Accounts
- 4
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 4 | $251M | 100.0% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $472M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Agr Master Lp master | Hedge Fund | Delaware | $200M | 14 |
| Aurelian Global Resources Ltd feeder | Hedge Fund | Cayman Islands | $187M | 6 |
| Aurelian Plus, Llc | Hedge Fund | Delaware | $82.0M | 6 |
| Ac Energy, Llc | Hedge Fund | Delaware | $3.0M | 1 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Scalamandre, Daphne, Wilmerding | Member | Nov 2023 (3y) | 75% or more | |
| Ward, Timothy | Chief Compliance Officer (Cco) | Nov 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Eagle I, Llc | Member | Jan 2011 | A | 10% – 25% |
| Chapman, Philip Richard | Interim President | Nov 2023 | A | Less than 5% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (4, $472M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Agr Master Lp | Hedge Fund | $200M | $1.0M | 14 |
| Aurelian Global Resources Ltd | Hedge Fund | $187M | $1.0M | 6 |
| Aurelian Plus, Llc | Hedge Fund | $82.0M | $1.0M | 6 |
| Ac Energy, Llc | Hedge Fund | $3.0M | $1.0M | 1 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 2.31 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗