Acis Capital Management, L.P. is a large advisory firm based in Dallas. It manages $1.91 billion of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Texas.
Acis Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Acis Capital Management, L.P. is $1.91 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 7551% since the beginning of its operation, and $1.91 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Acis Capital Management, L.P. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of James David Dondero is pooled investment vehicles with 6 clients and $1.91 billion of assets under management. Among the 10 most similar advisory firms, Acis Capital Management has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $1.91 billion for 6 clients. 100% of the firm’s clients are foreign persons or businesses.
Acis Capital Management also advises several private funds. Namely, six securitized asset funds. The minimum investment commitment required of non-related persons ranges from $100,000 to $250,000.
The company employs 1 person that is either a part- or full-time employee. No employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
James David Dondero has been acting as President since 1 Mar 2010. Joshua Neil Terry joined the executive team most recently as the President & Cco.
The principal office where Acis Capital Management, L.P. performs its advisory services is located at 3110 Webb Ave, Dallas, TX 75205, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 214-556-3405 or by fax 214-306-5400. The normal business hours are 8am - 5pm on Monday - Friday.