Acacia Asset Management Llc
- Regulatory AUM
- $100M
- Discretionary
- $100M
- Clients
- 1
- Avg AUM / client
- $100M
- Accounts
- 1
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $100M | 100.0% |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Phillips, Jeffrey, James | Member | Dec 2004 (22y) | GP / trustee / elected manager of Acacia Group Llc (indirect) | |
| Christiansen, Dean, Alan | President / Chief Executive Officer / Assistant Treasurer / Assistant Secretary | Oct 2013 (13y) | ≈ 37.5% – 75% via Acacia Group Llc | |
| Croke, James, Joseph | Member | Dec 2014 (12y) | GP / trustee / elected manager of Acacia Group Llc (indirect) | |
| Gordon, Scott, Douglas | Chief Financial Officer / Treasurer / Secretary / Managing Director / Chief Compliance Officer | Feb 2016 (11y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Acacia Group Llc | Managing Member | Oct 2013 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Christiansen, Dean, Alan: 50% – 75% of Acacia Group Llc × 75% – 100% direct ≈ 37.5% – 75% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/03/2026 | 913 KB | 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
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have 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: Jun 03, 2026.
View current Form ADV (SEC/IAPD) ↗