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ACACIA ASSET MANAGEMENT

Business and Investment Profile

The ACACIA ASSET MANAGEMENT is a privately held investment adviser that advises $222.83mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. ACACIA ASSET MANAGEMENT is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 122.83% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 8.91 years and is comprised of 2 filing and 0 relying advisers. They operate out of 5 office locations with their Headquarters at 16660 DALLAS PARKWAY SUITE 2200, DALLAS, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 13 employees comprised of 6 investment and 7 non-investment staff. The total number of Employees increased by 550% over the last 5-years.

Asset Profile

Their $222.83mn in assets advised are owned by 0 private funds, 1 public fund and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $118.4mn or 53.13% of Total Assets and Investment Companies (IC) own $100mn or 44.88% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 3 types of clients, top clients are High Net Worth Individuals and Investment Companies (IC).

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses management fees.

Sub-Advisers

ACACIA ASSET MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: ACACIA ASSET MANAGEMENT

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Keywords: Acacia Asset Management, Worth Financial Group, Acacia, Worth
Generated 2026-09-12T06:52:02.1447592.  © 2026 Convergence.