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.

Firm class

asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=1.0

Regulatory AUM

$100MItem 5.F on the latest filing (2026-06-03); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$100M

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

2

Advisory employees

1

Offices

0Schedule D 1.F, beyond the principal office

Accounts

1

SEC number

801-111080

CIK

1591989

CRD

287857

Filings on the tape

12

First filed

Aug 2, 2017

Latest filed

Jun 3, 2026

Organised

Limited Liability Company, DE

Website

acacia.com

• Occurred

  Mar 20, 2019
  Control person left

  Gilman Stephen O'Grady (Member) no longer on Schedule A of Acacia Asset Management Llc (listed 2018-10-23, absent 2019-03-20)

  Form ADVobserved 6 days ago
• Occurred

  Aug 2, 2017
  First Form ADV filing

  Acacia Asset Management, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d499a589-13b4-9101-ffac-fdc7c694c377

First observed

Aug 2, 2017

Last observed

Jun 3, 2026 3 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.