Acquirers Funds, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$33,100,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Acquirers Funds, LLC primarily provides advisory and portfolio-management services to investment companies and pooled vehicles, acting as the investment adviser and portfolio manager for exchange-traded funds and similar fund structures, while also offering traditional asset management to institutions, trusts, pension plans and high‑net‑worth individuals. The firm accepts engagements to develop fund investment programs and will use sub‑advisers under its supervision when appropriate.
The firm’s investment process relies on proprietary asset‑allocation models combined with fundamental and technical analysis to construct portfolios intended to correspond generally to specified underlying indexes. Strategies described in the brochure include long‑term equity purchases, sector allocation, ETF management and fund‑of‑funds approaches, including funds of private equity funds, with sub‑advisers used to implement portfolio management where needed.
Noteworthy for a firm of its size and single‑advisor structure, Acquirers Funds serves as an adviser and portfolio manager for investment companies—a role that a small minority of peer managers perform—while also managing pooled fund strategies. The firm discloses and addresses related conflicts of interest (for example, receiving fund management fees and compensating sub‑advisers), maintains proxy‑voting and personal‑trading controls, and excludes positions in funds it manages from client AUM to avoid double billing.
Client services
Portfolio management
Expertise
Active portfolio management
Private / alternative investments
Options & derivatives strategies
Passive / index investing
Fee options
Up to 2.00% annually, negotiable and based on advisory agreement
Account minimum: $500,000
Main office location
Acquirers Funds, LLC
609 Deep Valley Drive, Suite 200
Rolling Hills CA 90503, United States
Number of offices
1
Most active in
Acquirers Funds, LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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