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
Founders Equity Partners
Legal name Acm Advisors, LLC
Latest filing Mar 30, 2026
First filing on the tape Jun 30, 2022 · 7 filings
SEC status approved since Aug 3, 2022
RAUM
$309M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
3
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
6
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$309M as of Mar 30, 2026
Mar 28, 2023$191M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 28, 20230 then
Employees (5.A)3 as of Mar 30, 2026
Mar 28, 20233 then
Private funds6 as of Mar 30, 2026
Mar 28, 20234 then
RAUM +43% over the last fiscal year+17% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM 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
- $51.6MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +43%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $309M, 6 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
- 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)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$309M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 6reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $309M for 6 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
4 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Founders Equity Partners I, L.P. | Private Equity Fund | $133M | 11 | Nov 7, 2015 |
| Founders Equity Partners Special Opportunities I, L.P. | Private Equity Fund | $43.2M | 2 | Nov 7, 2015 |
| Founders Equity Partners Tactical Opportunities LP - Series Dragos | Private Equity Fund | $27.4M | 9 | Mar 28, 2019 |
| Founders Equity Partners Tactical Opportunities, LP - Series Dragos II | Private Equity Fund | $10.2M | 14 | Mar 30, 2022 |
Owners and control persons
Schedule A and B, latest filing
- R. Robert Ackerman · Managing Directorcontrolsince 08/2015 · owns less than 5%
- Richard Robert Ackerman · Membercontrolsince 08/2015 · owns 75% or more
- Patrick Matthew Moran · Cfo/Ccocontrolsince 12/2023 · owns less than 5%
Related persons
Schedule D 7.A
- Acm Opportunities Management LLCinvestment adviserpooled vehicle sponsorn
- Cip II Administrative, LLCinvestment adviserpooled vehicle sponsorn
- Datatribe Foundry, LLCinvestment adviserpooled vehicle sponsorn
- Datatribe Opportunities Management, LLCinvestment adviserpooled vehicle sponsorn
- Founders Equity Management, LLCpooled vehicle sponsorn
- Founders Equity Partners Tactical Opportunities Management, LLCpooled vehicle sponsorn
- Founders Equity Partners Tactical Opportunities Management, LLC Series Dragospooled vehicle sponsorn
- Founders Equity Partners Tactical Opportunities, LLC - Series Dragos IIpooled vehicle sponsorn
- Mediatech Administrative V, LLCinvestment adviserpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 5 to 6Mar 31, 2025 to Mar 30, 2026
- Pooled vehicle clients · 5 to 6Mar 31, 2025 to Mar 30, 2026
- Assets in custody · $217M to $309MMar 31, 2025 to Mar 30, 2026
- Private funds · 5 to 6Mar 31, 2025 to Mar 30, 2026
- Discretionary RAUM · $217M to $309MMar 31, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $217M to $309MMar 31, 2025 to Mar 30, 2026
- RAUM · $217M to $309MMar 31, 2025 to Mar 30, 2026
- Accounts · 4 to 5Mar 28, 2024 to Mar 31, 2025
- Pooled vehicle clients · 4 to 5Mar 28, 2024 to Mar 31, 2025
- Assets in custody · $214M to $217MMar 28, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 28, 2024 to Mar 31, 2025
- Private funds · 4 to 5Mar 28, 2024 to Mar 31, 2025
- Discretionary RAUM · $214M to $217MMar 28, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $214M to $217MMar 28, 2024 to Mar 31, 2025
- RAUM · $214M to $217MMar 28, 2024 to Mar 31, 2025
- Assets in custody · $209M to $214MMar 11, 2024 to Mar 28, 2024
- Insurance-licensed employees · 1 to 0Mar 11, 2024 to Mar 28, 2024
- Discretionary RAUM · $191M to $214MMar 11, 2024 to Mar 28, 2024
- Pooled vehicle RAUM · $191M to $214MMar 11, 2024 to Mar 28, 2024
- RAUM · $191M to $214MMar 11, 2024 to Mar 28, 2024
- HQ city · unset to JACKSONDec 20, 2023 to Mar 11, 2024
- HQ state · unset to WYDec 20, 2023 to Mar 11, 2024
- Private funds · 8 to 4Jun 30, 2022 to Mar 28, 2023
- Discretionary RAUM · $209M to $191MJun 30, 2022 to Mar 28, 2023
- Pooled vehicle RAUM · $209M to $191MJun 30, 2022 to Mar 28, 2023
- RAUM · $209M to $191MJun 30, 2022 to Mar 28, 2023
Signals
4 dated events
- R. Robert Ackerman (Managing Director) appeared on Schedule A of Founders Equity PartnersMar 11, 2024 · Control person joined · fact
- Patrick Matthew Moran (Cfo/Cco) appeared on Schedule A of Founders Equity PartnersMar 11, 2024 · Control person joined · fact
- Joseph Steven Simonian (Cfo/Cco) no longer on Schedule A of Founders Equity Partners (listed 2023-12-20, absent 2024-03-11)Mar 11, 2024 · Control person left · inference
- Founders Equity Partners filed its initial SEC registration (Form ADV)Jun 30, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Founders Equity Partners · Independent Sponsorsshared crd · capital_provider
- Founders Equity Partners · Private Equityshared crd · organization
- Founders Equity Partners · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/founders-equity-partnersreportedpublic record, Form ADV, Sep 17, 2026
- Website
- FEPFUND.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 307-249-6998reportedpublic record, Form ADV, Mar 30, 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
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026