Acp Investment Group, LLC is an adviser based in Rye Brook. It manages $19.62 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Kentucky, Maine, and New York.
Acp Investment Group provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Acp Investment Group, LLC is $19.62 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -27% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Acp Investment Group, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Acp Investment Group is pooled investment vehicles with 4 clients and $19.62 million of assets under management. Among the 3 most similar advisory firms, Acp Investment Group has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $19.62 million for 4 clients. None of the firm’s clients are foreign persons or businesses.
Acp Investment Group also advises several private funds. Namely, four private equity funds. The minimum investment commitment required of non-related persons ranges from $10,000 to $5,000,000.
The company employs 8 people that are either part- or full-time employees. 38 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Acp Investment Group, LLC performs its advisory services is located at Acp Investment Group, Llc, Rye Brook, NY 10573, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (914)-481-8000 or by fax (914) 307-2608. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at acptrs.com.