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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

AC INVESTMENT MANAGEMENT LLC

AC INVESTMENT MANAGEMENT, LLC, CRD 140443

NEW YORK, NY

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Search this name across graphsid dfx:ria:c4afe57f-4cdc-9eee-b291-3a4a24dec4c3

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 5
On other graphs: 0
Observed: Mar 30, 2012 to Mar 31, 2026
17 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

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=true bd_reps=0.0
Regulatory AUM: $251MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $251M
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: 8
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 4
Private funds: 4Schedule D 7.B(1)
Custody, client assets: $251M
Relying advisers: 2
SEC number: 801-66922
CRD: 140443
Filings on the tape: 17
First filed: Mar 30, 2012
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, DE
Website: acimfunds.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
AGR MASTER LP	Hedge Fund	$200M	Mar 29, 2024	14	Mar 30, 2012	reported	021-202756
AURELIAN GLOBAL RESOURCES LTD	Hedge Fund	$187M	Mar 29, 2024	6	Mar 30, 2012	reported	n/a
AGR POWER LLC	Hedge Fund	$127M	Mar 30, 2018	6	Mar 30, 2012	dropped	021-202753
AGR POWER OFFSHORE LTD	Hedge Fund	$125M	Mar 30, 2018	5	Mar 30, 2012	dropped	n/a
AURELIAN PLUS, LLC	Hedge Fund	$82.0M	Mar 29, 2024	6	Mar 30, 2012	reported	021-202752
AGR TRADING (LUX) SICAV/SIF	Hedge Fund	$37.7M	Mar 31, 2014	10	Apr 2, 2013	dropped	n/a
AC MACRO, LTD.	Hedge Fund	$27.7M	Mar 31, 2019	4	Mar 31, 2015	dropped	n/a
AC ENERGY, LLC	Hedge Fund	$3.0M	Mar 29, 2024	1	Apr 2, 2013	reported	n/a
AGR TRADING SPC, ON BEHALF OF SERIES HEDGE SEGREGATED PORTFOLIO	Hedge Fund	$1.7M	Mar 31, 2014	1	Apr 2, 2013	dropped	021-202761
AC SCOUT LP	Hedge Fund	$421,815	Mar 30, 2018	8	Mar 30, 2012	dropped	021-202759
AURELIAN SCOUT LTD	Hedge Fund	$66,815	Mar 30, 2018	4	Mar 30, 2012	dropped	n/a

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
CHAPMAN, PHILIP RICHARD	INTERIM PRESIDENT	Na	yes	11/2023	Mar 29, 2024	Mar 29, 2024
Scalamandre, Daphne, Wilmerding	MEMBER ((AURELIAN CAPITAL GP, LLC; GENERAL PARTNER OF AGR MASTER LP)	E	yes	11/2023	Mar 29, 2024	Mar 29, 2024
WARD, TIMOTHY	CHIEF COMPLIANCE OFFICER (CCO)	Na	yes	11/2023	Mar 29, 2024	Mar 29, 2024
EAGLE I, LLC	MEMBER (AURELIAN CAPITAL GP, LLC; GENERAL PARTNER OF AGR MASTER LP)	B	no	01/2011	Mar 30, 2012	Mar 29, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
AC ENERGY PARTNERS, LLC	n/a	n/a	n/a	Y	yes	n/a
AC FTR LLC	n/a	n/a	n/a	Y	yes	n/a
AURELIAN CAPITAL GP, LLC	n/a	n/a	n/a	N	yes	n/a
AURELIAN CAPITAL LTD	n/a	n/a	n/a	Y	yes	n/a
AURELIAN HOLDINGS, LLC	n/a	n/a	n/a	N	yes	n/a

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	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$251M	$251M	8	3	0	4	n/a
2024	Apr 2, 2025	$271M	$271M	8	4	0	4	n/a
2023	Mar 29, 2024	$282M	$282M	10	4	0	4	$472M
2022	Mar 31, 2023	$257M	$257M	10	3	0	4	$421M
2021	Mar 30, 2022	$222M	$222M	9	4	0	4	$346M
2020	Mar 30, 2021	$182M	$182M	8	4	0	4	$321M
2019	Mar 31, 2020	$121M	$121M	3	2	0	4	$137M
2018	Mar 31, 2019	$202M	$202M	4	2	0	5	$765M
2017	Mar 30, 2018	$736M	$736M	10	6	0	9	$1.4B
2016	Mar 31, 2017	$653M	$653M	10	5	n/a	9	$1.3B
2015	Mar 30, 2016	$688M	$688M	11	5	n/a	9	$1.3B
2014	Mar 31, 2015	$638M	$638M	12	5	n/a	9	$1.2B
2013	Mar 31, 2014	$559M	$559M	11	5	n/a	10	$1.1B
2012	Apr 2, 2013	$629M	$629M	11	5	n/a	10	$1.2B
2011	Mar 30, 2012	$575M	$575M	n/a	n/a	n/a	7	$964M

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	$251M	$271M	-7.3%	$257M	-0.8%	8	8	0	0

Relationships

Advises (11)

→ AURELIAN PLUS, LLCPrivate fundHedge Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ AC ENERGY, LLCPrivate fundHedge Fund, IA
Apr 2, 2013 to presentfactForm ADV
→ AURELIAN GLOBAL RESOURCES LTDPrivate fundHedge Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ AGR MASTER LPPrivate fundHedge Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ AC MACRO, LTD.Private fundHedge Fund, IA, no longer reported
Mar 31, 2015 to Mar 31, 2019factForm ADV
→ AC SCOUT LPPrivate fundHedge Fund, IA, no longer reported
Mar 30, 2012 to Mar 30, 2018factForm ADV
→ AGR POWER OFFSHORE LTDPrivate fundHedge Fund, IA, no longer reported
Mar 30, 2012 to Mar 30, 2018factForm ADV
→ AGR POWER LLCPrivate fundHedge Fund, IA, no longer reported
Mar 30, 2012 to Mar 30, 2018factForm ADV
→ AURELIAN SCOUT LTDPrivate fundHedge Fund, IA, no longer reported
Mar 30, 2012 to Mar 30, 2018factForm ADV
→ AGR TRADING (LUX) SICAV/SIFPrivate fundHedge Fund, IA, no longer reported
Apr 2, 2013 to Mar 31, 2014factForm ADV
→ AGR TRADING SPC, ON BEHALF OF SERIES HEDGE SEGREGATED PORTFOLIOPrivate fundHedge Fund, IA, no longer reported
Apr 2, 2013 to Mar 31, 2014factForm ADV

Controls (3)

← WARD, TIMOTHYOwnerCHIEF COMPLIANCE OFFICER (CCO), ownership code NA, individual
Mar 29, 2024 to Mar 29, 2024factForm ADV
← Scalamandre, Daphne, WilmerdingOwnerMEMBER ((AURELIAN CAPITAL GP, LLC; GENERAL PARTNER OF AGR MASTER LP), ownership code E, individual
Mar 29, 2024 to Mar 29, 2024factForm ADV
← CHAPMAN, PHILIP RICHARDOwnerINTERIM PRESIDENT, ownership code NA, individual
Mar 29, 2024 to Mar 29, 2024factForm ADV

Owns (1)

← EAGLE I, LLCOwnerMEMBER (AURELIAN CAPITAL GP, LLC; GENERAL PARTNER OF AGR MASTER LP), ownership code B, domestic entity
Mar 30, 2012 to Mar 29, 2024factForm ADV

Dated events

Occurred
Mar 29, 2024
Control person joined
Wilmerding Daphne Scalamandre (Member) appeared on Schedule A of Ac Investment Management Llc
Form ADVobserved 3 days ago
Occurred
Mar 29, 2024
Control person joined
Philip Richard Chapman (Interim President) appeared on Schedule A of Ac Investment Management Llc
Form ADVobserved 3 days ago
Occurred
Mar 29, 2024
Control person joined
Timothy Ward (Chief Compliance Officer (Cco)) appeared on Schedule A of Ac Investment Management Llc
Form ADVobserved 3 days ago
Occurred
Mar 29, 2024
Control person left
Aurel Ernest Scalamandre (Chief Compliance Officer/Chief Executive Officer/Managing Member) no longer on Schedule A of Ac Investment Management Llc (listed 2023-03-31, absent 2024-03-29)
Form ADVobserved 3 days ago
Occurred
Mar 31, 2019
Regulatory AUM changed
Ac Investment Management Llc reported RAUM $201.6M, down 73% from $736.1M (2018-03-30 to 2019-03-31)
Form ADVobserved 3 days ago
$-535M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c4afe57f-4cdc-9eee-b291-3a4a24dec4c3
First observed: Mar 30, 2012
Last observed: Mar 31, 2026 5 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.

AC INVESTMENT MANAGEMENT LLC

AC INVESTMENT MANAGEMENT, LLC, CRD 140443

NEW YORK, NY

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:c4afe57f-4cdc-9eee-b291-3a4a24dec4c3

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:51 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

AGR MASTER LP

Hedge Fund

$200M

Mar 29, 2024

Mar 30, 2012

reported

021-202756

AURELIAN GLOBAL RESOURCES LTD

Hedge Fund

$187M

Mar 29, 2024

Mar 30, 2012

reported

n/a

AGR POWER LLC

Hedge Fund

$127M

Mar 30, 2018

Mar 30, 2012

dropped

021-202753

AGR POWER OFFSHORE LTD

Hedge Fund

$125M

Mar 30, 2018

Mar 30, 2012

dropped

n/a

AURELIAN PLUS, LLC

Hedge Fund

$82.0M

Mar 29, 2024

Mar 30, 2012

reported

021-202752

AGR TRADING (LUX) SICAV/SIF

Hedge Fund

$37.7M

Mar 31, 2014

Apr 2, 2013

dropped

n/a

AC MACRO, LTD.

Hedge Fund

$27.7M

Mar 31, 2019

Mar 31, 2015

dropped

n/a

AC ENERGY, LLC

Hedge Fund

$3.0M

Mar 29, 2024

Apr 2, 2013

reported

n/a

AGR TRADING SPC, ON BEHALF OF SERIES HEDGE SEGREGATED PORTFOLIO

Hedge Fund

$1.7M

Mar 31, 2014

Apr 2, 2013

dropped

021-202761

AC SCOUT LP

Hedge Fund

$421,815

Mar 30, 2018

Mar 30, 2012

dropped

021-202759

AURELIAN SCOUT LTD

Hedge Fund

$66,815

Mar 30, 2018

Mar 30, 2012

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CHAPMAN, PHILIP RICHARD

INTERIM PRESIDENT

yes

11/2023

Mar 29, 2024

Scalamandre, Daphne, Wilmerding

MEMBER ((AURELIAN CAPITAL GP, LLC; GENERAL PARTNER OF AGR MASTER LP)

yes

11/2023

Mar 29, 2024

WARD, TIMOTHY

CHIEF COMPLIANCE OFFICER (CCO)

yes

11/2023

Mar 29, 2024

EAGLE I, LLC

MEMBER (AURELIAN CAPITAL GP, LLC; GENERAL PARTNER OF AGR MASTER LP)

01/2011

Mar 30, 2012

Mar 29, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

AC ENERGY PARTNERS, LLC

n/a

yes

n/a

AC FTR LLC

n/a

yes

n/a

AURELIAN CAPITAL GP, LLC

n/a

yes

n/a

AURELIAN CAPITAL LTD

n/a

yes

n/a

AURELIAN HOLDINGS, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$251M

n/a

2024

Apr 2, 2025

$271M

n/a

2023

Mar 29, 2024

$282M

$472M

2022

Mar 31, 2023

$257M

$421M

2021

Mar 30, 2022

$222M

$346M

2020

Mar 30, 2021

$182M

$321M

2019

Mar 31, 2020

$121M

$137M

2018

Mar 31, 2019

$202M

$765M

2017

Mar 30, 2018

$736M

$1.4B

2016

Mar 31, 2017

$653M

n/a

$1.3B

2015

Mar 30, 2016

$688M

n/a

$1.3B

2014

Mar 31, 2015

$638M

n/a

$1.2B

2013

Mar 31, 2014

$559M

n/a

$1.1B

2012

Apr 2, 2013

$629M

n/a

$1.2B

2011

Mar 30, 2012

$575M

n/a

$964M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$251M

$271M

-7.3%

$257M

-0.8%