AUMdb

Acis Capital Management, L.P.

State-registered Investment Adviser CRD 153302 · SEC file 801-71557 · Dallas, TX · www.shorewoodmgmt.com
☆ Save with Pro ADV data as of Apr 30, 2026
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees

AUM over time

$2.8M $3.5B
Mar 29, 2012 Mar 22, 2022

Reported AUM from Form ADV filings, plotted by filing date · as of Apr 30, 2026

Private funds (6)

Reported in Form ADV Section 7.B.(1), filing of Mar 2022 · $2.8M combined gross assets

FundTypeDomicileGross assetsOwners
Acis Clo 2014 5 Ltd. Securitized Asset Fund Cayman Islands $2.8M 1
Acis Clo 2014 4, Ltd. Securitized Asset Fund Cayman Islands $0 1
Acis Clo 2013 1 Ltd. Securitized Asset Fund Cayman Islands $0 2
Acis Clo 2015 6 Ltd. Securitized Asset Fund Cayman Islands $0 2
Acis Clo 2014 3 Ltd. Securitized Asset Fund Cayman Islands $0 1
Hewett's Island Clo I R, Ltd. Securitized Asset Fund Cayman Islands $0 4

People (1)

NameRole / titleCredentialsWith firm sinceOwnership
Terry, Joshua, Neil President & Cco Feb 2019 (8y) ≈ 56.25% – 100% via Shorewood Holdings, Llc

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Shorewood Holdings, Llc Limited Partner Feb 2019 A 75% or more
Shorewood Gp, Llc General Partner Mar 2020 A Less than 5%

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Estimated effective ownership (look-through of filed bands):

  • Terry, Joshua, Neil: 75% – 100% of Shorewood Holdings, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm

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 (6, $2.8M gross assets)

FundTypeGross assetsMin. investmentOwners
Acis Clo 2014 5 Ltd. Securitized Asset Fund $2.8M $100K 1
Acis Clo 2014 4, Ltd. Securitized Asset Fund $0 $150K 1
Acis Clo 2013 1 Ltd. Securitized Asset Fund $0 $150K 2
Acis Clo 2015 6 Ltd. Securitized Asset Fund $0 $100K 2
Acis Clo 2014 3 Ltd. Securitized Asset Fund $0 $250K 1
Hewett's Island Clo I R, Ltd. Securitized Asset Fund $0 $100K 4

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 04/30/2026 1.19 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

Not reported.

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports it does not have custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 30, 2026.

View current Form ADV (SEC/IAPD) ↗