Acm Management Company, LLC (Portland)

Name: Acm Management Company, LLC
Address: 1331 Nw Lovejoy St, Suite 720, Portland, OR, 97209
Telephone: 971-420-0260

Acm Management Company, LLC is a large advisory firm based in Portland. It manages $845.81 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2016.

Acm Management Company provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Acm Management Company: assets under management

The assets under management (AUM) of Acm Management Company, LLC is $845.81 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 235% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $845.81 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $422.9 million each.

Acm Management Company has custody of $581.38 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Acm Management Company, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Acm Management Company serves?

The only and largest group of clients of Acm Management Company is pooled investment vehicles with 2 clients and $845.81 million of assets under management. Among the 10 most similar advisory firms, Acm Management Company has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $845.81 million for 2 clients. None of the firm’s clients are foreign persons or businesses.

Acm Management Company also advises several private funds. Namely, two private equity funds. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.

Careers at Acm Management Company, LLC

The company employs 28 people that are either part- or full-time employees. 36 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Equilibrium Capital Group	Member	1 Dec 2015	25% - 50%	90-0341513
Robert Saterlee Hurlbut	Head of capital management	1 Dec 2015	Other	1596048
Brooke Marc Randall	Principal, capital management and secretary	1 Dec 2015	Other	5957245
Thomas Edward Avinelis	Head of operations	1 Dec 2015	25% - 50%	6623368
Eric Marshal Pond	Principal, northwest operations	1 Dec 2015	Other	6623371
Felice Idona Belfiore	Chief financial officer, chief compliance officer	1 Feb 2016	Other	6623091

Based in Portland

The principal office where Acm Management Company, LLC performs its advisory services is located at 1331 Nw Lovejoy St, Suite 720, Portland, OR 97209, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 971-420-0260. The normal business hours are 8:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at agcapmanagement.com.