Overview
Assets Under Management: $3.6 billion
High-Net-Worth Clients: 151
Average Client Assets: $9.5 million
Frequently Asked Questions
ACPI INVESTMENTS LIMITED is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #165090), ACPI INVESTMENTS LIMITED is subject to fiduciary duty under federal law.
ACPI INVESTMENTS LIMITED serves 151 high-net-worth clients according to their SEC filing dated July 27, 2018. View client details ↓
According to their SEC Form ADV, ACPI INVESTMENTS LIMITED offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
ACPI INVESTMENTS LIMITED manages $3.6 billion in client assets according to their SEC filing dated July 27, 2018.
According to their SEC Form ADV, ACPI INVESTMENTS LIMITED serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 151
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 40.11%
Average Client Assets: $9.5 million
Total Client Accounts: 416
Discretionary Accounts: 389
Non-Discretionary Accounts: 27
Regulatory Filings
CRD Number: 165090
Filing ID: 1231692
Last Filing Date: 2018-07-27 09:28:00