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Acacia Partners, LLC

● SEC registered since 2023CRD 281887SEC# 801-128437Austin, TX
Export (members)
Ranks #4,996 of 5,980 private fund managers by regulatory AUM.
Reg. AUM
$220.7M
Fund GAV
$220.7M
Private funds
5
Employees
5
Accounts
5
Location
Austin, TX

About Acacia Partners

Acacia Partners is a private investment firm that invests only in founder-owned and owner-operated companies with enterprise values between $50 million and $250 million. It offers flexible, potentially indefinite capital with minimal leverage, preferring returns from growth and operations over financial engineering. The firm seeks entrepreneurs who retain meaningful equity and want to preserve company culture after closing.
Summary based on the firm’s website.

Acacia Partners, LLC assets under management

Acacia Partners, LLC is a registered investment adviser overseen by the SEC based in Austin, TX. The firm has been registered since 2023. It reports $220.7 million in regulatory assets under management and employs 5 people. Acacia Partners, LLC manages 5 private funds with combined gross assets of $220.7 million, including Ap Vision Investments, LLC. By regulatory assets, it ranks 4,996 of 5,980 private fund managers.

Acacia Partners, LLC private funds

5 funds · $220.7M GAV
FundTypeGross assetsMin.
Ap Vision Investments, LLCPrivate Equity$66.5M$25K
Acacia Partners Investments II, LLCPrivate Equity$66.3M$25K
Acacia Partners Investments Iii-QpPrivate Equity$63.2M$25K
Acacia Partners Investments I, LLCPrivate Equity$16.1M$25K
Acacia Partners Investments Iii-AiPrivate Equity$8.6M$25K

Acacia Partners, LLC owners & executives

2 reported
NameTitleOwnershipSince
Bradley Elliot Johl ControlManaging MemberOver 75%2011
William M Duffy ControlChief Compliance OfficerUnder 5%2025

Frequently asked questions

How much does Acacia Partners, LLC manage?

Acacia Partners, LLC reports $220.7 million in regulatory assets under management on its Form ADV.

How many private funds does Acacia Partners, LLC manage?

Acacia Partners, LLC manages 5 private funds with combined gross assets of $220.7 million.

How many employees does Acacia Partners, LLC have?

Acacia Partners, LLC reports 5 employees.

Where is Acacia Partners, LLC located?

Acacia Partners, LLC is based in Austin, TX and has been SEC-registered since 2023.

Does Acacia Partners, LLC disclose fund performance?

Acacia Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1608 W. 5th Street, Suite 230, Austin, TX 78703
Phone214-973-2373
Office hours9:00 a.m. - 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Regulatory AUM

$220.7M▼ 7%
Mar '25 — $237.3MApr '25 — $237.3MMay '25 — $237.3MJun '25 — $237.3MJul '25 — $237.3MAug '25 — $237.3MSep '25 — $237.3MOct '25 — $237.3MNov '25 — $237.3MDec '25 — $237.3MJan '26 — $237.3MFeb '26 — $237.3MMar '26 — $220.7MApr '26 — $220.7MMay '26 — $220.7MJun '26 — $220.7MJul '26 — $220.7MAug '26 — $220.7MSep '26 — $220.7MOct '26 — $220.7M
Mar '25Form ADV, monthlyOct '26

How this firm compares

Regulatory AUMTop 72%
Larger than 28% of 16,389 advisers
AUM vs fund managersTop 84%
Larger than 16% of 5,980 private-fund managers
Number of fundsTop 41%
More funds than 59% of fund managers
EmployeesTop 62%
More than 38% of 16,799 advisers

Assets under management

$220.7Mregulatory AUM
Discretionary $220.7M

Service providers

Auditor