A
ACM Macro LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,033,665
Clients
18
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
18
LowAverage account size
$57,426
About
The firm provides investment supervisory services primarily to high‑net‑worth individuals, their families and related entities, and may also manage retirement plans and endowments. In addition to traditional portfolio management across equities, fixed income and ETFs, the firm offers digital-asset investment advisory services including a stablecoin‑enabled cash management program and access to tokenized real‑world assets through third‑party platforms and custodians.
The firm follows a bottom‑up, fundamental value investment approach focused on company analysis, with a long‑term orientation while also using ETFs and options for risk management and yield enhancement and occasionally engaging in short‑term trading. Accounts can be managed on either a discretionary or non‑discretionary basis, and the firm commonly uses performance‑based compensation arrangements alongside other fee options, creating potential differences in incentives across accounts.
Several features distinguish this adviser from most solo independent RIAs: it is majority‑owned by an affiliated entity (CoinBridge LLC) and the principal maintains an advisory role at another registered investment adviser, creating formal affiliations with other advisers. The firm manages a small, concentrated client base (fewer than 20 relationships), reports that a majority of assets are managed on a non‑discretionary basis, and has established relationships with licensed stablecoin issuers, banking partners and digital‑asset custodians — characteristics that are uncommon among peers.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Concentrated stock management
Fee options
Class A Fee Schedule: 2.0% annual management fee plus 20.0% performance fee; Class B Fee Schedule: 35.0% performance fee with no management fee.
Main office location
ACM Macro LLC
New York NY, United States
Number of offices
1
Most active in
ACM Macro LLC has reported serving >5 clients in these states in the last 12 months.
New York
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.
Forms ADV
Advisors at this firm
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