DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Acuitas Investments, LLC
Latest filing Apr 16, 2026
First filing on the tape Mar 20, 2014 · 24 filings
SEC status approved since Apr 1, 2014
RAUM
$1.5B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$741M
derived; firm RAUM over IAPD count
Employees
7
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
2
reported on Schedule D
History
24 filings and snapshots on the tape
RAUM$1.5B as of Apr 16, 2026
Mar 18, 2015$340M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 16, 2026
Mar 18, 20152 then
Employees (5.A)7 as of Apr 16, 2026
Mar 18, 20156 then
Private funds2 as of Apr 16, 2026
Mar 18, 20152 then
RAUM +15% over the last fiscal year+22% a year over threeIARs 3 to 0
Practice profile
derived from the filing of Apr 16, 2026; every figure names its basis
Archetypes, each a printed rule
- Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
- OCIO / institutional advisory · selection of other advisers (5.G.7) and institutional share at least 50 percent
- RAUM per advisor
- $741MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $212MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 93%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 3.5derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +15%derivedbetween the last two annual amendments
- Advisor growth, one year
- -100%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companies, selection of other advisersreportedItem 5.G
- Custody
- $4.8M, 2 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- State and municipal entities$1.4B93%
- Investment companies$103M7.0%
- Pooled investment vehicles$4.8M0.3%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- n/areported
- Charitable clients
- 0reported
- Accounts
- 7reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $4.8M for 2 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.07 institutional_share=0.93 related_bd=false related_bank=false bd_reps=3.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Dennis Wesley JensenChartered Financial Analyst | Seattle, Wa | Apr 20, 2011 | 15 y | 0 |
| Christopher David TessinChartered Financial Analyst | Seattle, Wa | Apr 20, 2011 | 15 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Acuitas Emerging Markets Small Cap Fund, LP | Other Private Fund | $4.1M | 7 | Mar 20, 2014 |
| Acuitas Long/Short Fund, LP | Hedge Fund | $1.4M | 6 | Jan 18, 2012 |
Owners and control persons
Schedule A and B, latest filing
- Wesley Dennis Jensen · Managercontrolsince 11/2010 · owns 25% to 50%
- David Christopher Tessin · Manager And Membercontrolsince 01/2011 · owns 50% to 75%
- Marie Lisa Thenell · Chief Compliance Officer/Chief Operating Officercontrolsince 01/2019 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Seattle, Wa · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 10 to 7Jan 21, 2026 to Feb 20, 2026
- Assets in custody · $5.5M to $4.8MJan 21, 2026 to Feb 20, 2026
- State-registered IARs · 3 to 0Jan 21, 2026 to Feb 20, 2026
- Discretionary RAUM · $1.3B to $1.5BJan 21, 2026 to Feb 20, 2026
- Pension RAUM · 47474219.0 to unsetJan 21, 2026 to Feb 20, 2026
- Pooled vehicle RAUM · $5.0M to $4.8MJan 21, 2026 to Feb 20, 2026
- RAUM · $1.3B to $1.5BJan 21, 2026 to Feb 20, 2026
- Accounts · 9 to 10Oct 9, 2024 to Mar 6, 2025
- Financial planning clients · unset to Oct 9, 2024 to Mar 6, 2025
- Discretionary RAUM · $902M to $1.3BOct 9, 2024 to Mar 6, 2025
- Pension RAUM · $57.1M to $47.5MOct 9, 2024 to Mar 6, 2025
- Pooled vehicle RAUM · $5.5M to $5.0MOct 9, 2024 to Mar 6, 2025
- RAUM · $902M to $1.3BOct 9, 2024 to Mar 6, 2025
- BD registered reps · 4 to 3Aug 3, 2023 to Mar 4, 2024
- Assets in custody · $4.9M to $5.5MAug 3, 2023 to Mar 4, 2024
- Employees · 8 to 7Aug 3, 2023 to Mar 4, 2024
- State-registered IARs · 2 to 3Aug 3, 2023 to Mar 4, 2024
- Discretionary RAUM · $818M to $902MAug 3, 2023 to Mar 4, 2024
- Pension RAUM · $60.3M to $57.1MAug 3, 2023 to Mar 4, 2024
- Pooled vehicle RAUM · $4.9M to $5.5MAug 3, 2023 to Mar 4, 2024
- RAUM · $818M to $902MAug 3, 2023 to Mar 4, 2024
- Accounts · 8 to 9Mar 13, 2023 to Mar 16, 2023
- Discretionary RAUM · $818M to $818MMar 13, 2023 to Mar 16, 2023
- RAUM · $818M to $818MMar 13, 2023 to Mar 16, 2023
- Advisory employees · 5 to 4Mar 6, 2022 to Mar 13, 2023
- Assets in custody · $6.1M to $4.9MMar 6, 2022 to Mar 13, 2023
- Employees · 9 to 8Mar 6, 2022 to Mar 13, 2023
- Discretionary RAUM · $1.0B to $818MMar 6, 2022 to Mar 13, 2023
- Pension RAUM · $80.4M to $60.3MMar 6, 2022 to Mar 13, 2023
- Pooled vehicle RAUM · $6.1M to $4.9MMar 6, 2022 to Mar 13, 2023
- RAUM · $1.0B to $818MMar 6, 2022 to Mar 13, 2023
- Accounts · 9 to 8Mar 5, 2021 to Mar 6, 2022
- Assets in custody · $5.8M to $6.1MMar 5, 2021 to Mar 6, 2022
- Employees · 8 to 9Mar 5, 2021 to Mar 6, 2022
- Discretionary RAUM · $787M to $1.0BMar 5, 2021 to Mar 6, 2022
- Pension RAUM · $79.6M to $80.4MMar 5, 2021 to Mar 6, 2022
- Pooled vehicle RAUM · $5.8M to $6.1MMar 5, 2021 to Mar 6, 2022
- RAUM · $787M to $1.0BMar 5, 2021 to Mar 6, 2022
- Accounts · 10 to 9Mar 2, 2020 to Mar 5, 2021
- Assets in custody · $5.1M to $5.8MMar 2, 2020 to Mar 5, 2021
Signals
4 dated events
- Acuitas Investments, Llc reported RAUM $1.3B, up 43% from $902.2M (2024-10-09 to 2025-03-06)Mar 6, 2025 · RAUM change · derived
- Acuitas Investments, Llc reported RAUM $1.0B, up 32% from $787.4M (2021-03-05 to 2022-03-06)Mar 6, 2022 · RAUM change · derived
- Kampe Rebecca Tessin (Director Of Finance) no longer on Schedule A of Acuitas Investments, Llc (listed 2021-03-05, absent 2022-03-06)Mar 6, 2022 · Control person left · inference
- Acuitas Investments, Llc filed its initial SEC registration (Form ADV)Mar 20, 2014 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/ACUITAS-INVESTMENTSreportedpublic record, Form ADV, Sep 17, 2026
- Website
- ACUITASFUNDS.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 206-299-2070reportedpublic record, Form ADV, Apr 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Institutional managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $741Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026