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ACRES

UNIONDALE, NY · CRD 281190 · IAPD ↗ · acresreit.com · 516-535-0015

$4.39BRegulatory AUM
24Advisory reps
40Employees
3Clients
n/aPlanning clients
1Private funds
8States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

32
April 2026 — ACRES notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
April 2026 — ACRES added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
52
April 2026 — ACRES reported RAUM up 35% ($3.24B -> $4.39B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
April 2024 — ACRES shrank from 26 to 19 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
40
April 2024 — ACRES added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.