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ACACIA PARTNERS, LLC

AUSTIN, TX · CRD 281887 · IAPD ↗ · acaciapartnersllc.com · 214-973-2373

$220.7MRegulatory AUM
5Advisory reps
5Employees
0Clients
0Planning clients
5Private funds
5States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
April 2025 — ACACIA PARTNERS, LLC reported RAUM down 49% ($461.4M -> $237.3M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
38
June 2024 — ACACIA PARTNERS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
April 2024 — ACACIA PARTNERS, LLC reported RAUM up 81% ($254.9M -> $461.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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