RIA Intelligence

ACACIA PARTNERS, LLC

CRD #281887 SEC #801-128437 AUSTIN, TX 214-973-2373
SEC Registered Private Funds
Total AUM
$237.3M
Discretionary
$237.3M
Employees
5
Clients
0
Accounts
5

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 19, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
DUFFY, WILLIAM, MICHIEF COMPLIANCE OFFICERNA Control
SOKOL, JEFFREY, RYANICHIEF COMPLIANCE OFFICER AND PARTNERNA Control
SOKOL, JEFFREY, RYANICHIEF COMPLIANCE OFFICER AND PARTNERNA Control
SOKOL, JEFFREY, RYANICHIEF COMPLIANCE OFFICER AND PARTNERNA Control
SOKOL, JEFFREY, RYANICHIEF COMPLIANCE OFFICER AND PARTNERNA Control
JOHL, BRADLEY, ELLIOTIMANAGING MEMBERE Control
JOHL, BRADLEY, ELLIOTIMANAGING MEMBERE Control
JOHL, BRADLEY, ELLIOTIMANAGING MEMBERE Control
JOHL, BRADLEY, ELLIOTIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
JOHL, BRADLEY, ELLIOTIMANAGING MEMBERE Control
JOHL, BRADLEY, ELLIOTIMANAGING MEMBERE Control
JOHL, BRADLEY, ELLIOTTIMANAGERE Control
JOHL, BRADLEY, ELLIOTTIMANAGERE Control
JOHL, BRADLEY, ELLIOTTIMANAGERE Control
JOHL, BRADLEY, ELLIOTTIMANAGERE Control
JOHL, BRADLEY, ELLIOTTIMANAGERE Control
JOHL, BRADLEY, ELLIOTTIMANAGERE Control
JOHL, BRADLEY, ELLIOTTIMANAGERE Control
JOHL, BRADLEY, ELLIOTTIMANAGERE Control

Registrations

Federal

IA
Mar 19, 2025 REGISTERED

Notice Filings (5)

AL IL MD TX WI

Address

1608 W. 5TH STREET
SUITE 230
AUSTIN, TX 78703
United States
Phone: 214-973-2373