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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

ACACIA PARTNERS, LLC

CRD 281887

AUSTIN, TX

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Search this name across graphsid dfx:ria:8d4b5590-2a03-beb5-e7b3-3939386ed162

Data as of Mar 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 3
On other graphs: 3
Observed: Jun 28, 2023 to Mar 13, 2026
5 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

Acacia Partners, LLC

Venture manager · shared crd

Independent Sponsorsidentity

Acacia Partners, LLC

Capital provider to sponsors · shared crd

Private Equityidentity

Acacia Partners, LLC

Private equity manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $221MItem 5.F on the latest filing (2026-03-13); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $221M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 5
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 5
Private funds: 5Schedule D 7.B(1)
Custody, client assets: $221M
SEC number: 801-128437
CRD: 281887
Filings on the tape: 5
First filed: Jun 28, 2023
Latest filed: Mar 13, 2026
Organised: Limited Liability Company, DE
Website: acaciapartnersllc.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
ACACIA PARTNERS INVESTMENTS I, LLC	Private Equity Fund	$261M	May 30, 2024	61	Mar 13, 2020	reported	021-339633
ACACIA PARTNERS INVESTMENTS III-QP	Private Equity Fund	$66.0M	May 30, 2024	148	Mar 26, 2024	reported	021-492091
AP VISION INVESTMENTS, LLC	Private Equity Fund	$63.6M	May 30, 2024	49	Dec 21, 2015	reported	021-249603
ACACIA PARTNERS INVESTMENTS II, LLC	Private Equity Fund	$61.4M	May 30, 2024	92	Mar 25, 2022	reported	021-396253
ACACIA PARTNERS INVESTMENTS III-AI	Private Equity Fund	$9.0M	May 30, 2024	15	Mar 26, 2024	reported	021-492090
SUTHERLAND PERENNIALS INVESTMENTS, LLC	Venture Capital Fund	$995,000	Mar 13, 2020	55	Mar 30, 2016	dropped	021-254922
AP RED RIVER INVESTMENTS, LLC	Private Equity Fund	$757,061	May 30, 2024	64	Mar 29, 2018	reported	021-308393
AP QUESTCO INVESTMENTS, LLC	Private Equity Fund	$19,551	Mar 2, 2021	33	Dec 21, 2015	dropped	021-208863

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
JOHL, BRADLEY, ELLIOT	MANAGING MEMBER	E	yes	08/2011	Jun 28, 2023	May 30, 2024
SOKOL, JEFFREY, RYAN	CHIEF COMPLIANCE OFFICER AND PARTNER	Na	yes	06/2023	Jun 28, 2023	May 30, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 13, 2026	$221M	$221M	5	5	5	n/a
2024	Mar 19, 2025	$237M	$237M	5	5	5	n/a
2023	Mar 26, 2024	$461M	$461M	5	5	6	$461M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$221M	$237M	-7.0%	n/a	n/a	5	5	0	0

Relationships

Advises (8)

→ ACACIA PARTNERS INVESTMENTS III-QPPrivate fundPrivate Equity Fund, IA
Mar 26, 2024 to presentfactForm ADV
→ ACACIA PARTNERS INVESTMENTS II, LLCPrivate fundPrivate Equity Fund, IA
Mar 25, 2022 to presentfactForm ADV
→ ACACIA PARTNERS INVESTMENTS III-AIPrivate fundPrivate Equity Fund, IA
Mar 26, 2024 to presentfactForm ADV
→ AP VISION INVESTMENTS, LLCPrivate fundPrivate Equity Fund, IA
Dec 21, 2015 to presentfactForm ADV
→ AP RED RIVER INVESTMENTS, LLCPrivate fundPrivate Equity Fund, IA
Mar 29, 2018 to presentfactForm ADV
→ ACACIA PARTNERS INVESTMENTS I, LLCPrivate fundPrivate Equity Fund, IA
Mar 13, 2020 to presentfactForm ADV
→ AP QUESTCO INVESTMENTS, LLCPrivate fundPrivate Equity Fund, ERA, no longer reported
Dec 21, 2015 to Mar 2, 2021factForm ADV
→ SUTHERLAND PERENNIALS INVESTMENTS, LLCPrivate fundVenture Capital Fund, ERA, no longer reported
Mar 30, 2016 to Mar 13, 2020factForm ADV

Controls (2)

← SOKOL, JEFFREY, RYANOwnerCHIEF COMPLIANCE OFFICER AND PARTNER, ownership code NA, individual
Jun 28, 2023 to May 30, 2024factForm ADV
← JOHL, BRADLEY, ELLIOTOwnerMANAGING MEMBER, ownership code E, individual
Jun 28, 2023 to May 30, 2024factForm ADV

Dated events

Occurred
Mar 19, 2025
Regulatory AUM changed
Acacia Partners, Llc reported RAUM $237.3M, down 49% from $461.4M (2024-05-30 to 2025-03-19)
Form ADVobserved 4 days ago
$-224M
Occurred
Mar 26, 2024
Regulatory AUM changed
Acacia Partners, Llc reported RAUM $461.4M, up 81% from $254.9M (2023-06-28 to 2024-03-26)
Form ADVobserved 4 days ago
$206M
Occurred
Jun 28, 2023
First Form ADV filing
Acacia Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8d4b5590-2a03-beb5-e7b3-3939386ed162
First observed: Jun 28, 2023
Last observed: Mar 13, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ACACIA PARTNERS, LLC

CRD 281887

AUSTIN, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8d4b5590-2a03-beb5-e7b3-3939386ed162

Data as of Mar 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:03 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

ACACIA PARTNERS INVESTMENTS I, LLC

Private Equity Fund

$261M

May 30, 2024

Mar 13, 2020

reported

021-339633

ACACIA PARTNERS INVESTMENTS III-QP

Private Equity Fund

$66.0M

May 30, 2024

148

Mar 26, 2024

reported

021-492091

AP VISION INVESTMENTS, LLC

Private Equity Fund

$63.6M

May 30, 2024

Dec 21, 2015

reported

021-249603

ACACIA PARTNERS INVESTMENTS II, LLC

Private Equity Fund

$61.4M

May 30, 2024

Mar 25, 2022

reported

021-396253

ACACIA PARTNERS INVESTMENTS III-AI

Private Equity Fund

$9.0M

May 30, 2024

Mar 26, 2024

reported

021-492090

SUTHERLAND PERENNIALS INVESTMENTS, LLC

Venture Capital Fund

$995,000

Mar 13, 2020

Mar 30, 2016

dropped

021-254922

AP RED RIVER INVESTMENTS, LLC

Private Equity Fund

$757,061

May 30, 2024

Mar 29, 2018

reported

021-308393

AP QUESTCO INVESTMENTS, LLC

Private Equity Fund

$19,551

Mar 2, 2021

Dec 21, 2015

dropped

021-208863

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

JOHL, BRADLEY, ELLIOT

MANAGING MEMBER

yes

08/2011

Jun 28, 2023

May 30, 2024

SOKOL, JEFFREY, RYAN

CHIEF COMPLIANCE OFFICER AND PARTNER

yes

06/2023

Jun 28, 2023

May 30, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 13, 2026

$221M

n/a

2024

Mar 19, 2025

$237M

n/a

2023

Mar 26, 2024

$461M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$221M

$237M

-7.0%

n/a