SourcingSourcing

ACACIA PARTNERS, LLC

B56
CRD 281887·SEC 801-128437·AUSTIN, TX
AUM
$220.7M
$100M-$500M
Est. Revenue
$2.2M
@ 1% on AUM
Est. EBITDA
$662K
@ 30% margin
Est. Deal Value
$5.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ACACIA PARTNERS, LLC
CRD
281887
SEC file #
801-128437
EIN
415290116
DBA names
—

Economics

AUM
$220.7M
AUM band
$100M-$500M
AUM trajectory
'25'26
$237.3M → $220.7M▼ -7%
Client mix
Pooled Investment Vehicles5

Operations

Employees (total)
5
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'25'26
5 advisors → 5 advisors▬ 0%
Primary office
AUSTIN TX
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/13/2026
ADV-W filed at
—
Website
acaciapartnersllc.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JOHL, BRADLEY, ELLIOT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
JOHL, BRADLEY, ELLIOT
DUFFY, WILLIAM, M
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ACACIAPARTNERSLLC.COM
Rdap Domain Creation Date
2011-08-02T22:13:16Z
Rdap Firm Age Years
15
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002129128
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2026-04-17
Edgar Last Filing Date
2026-04-17
Edgar Form D Count
1
Edgar Form D Offerings
2026-04-172026-04-17 · 0002129128-26-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Jpmorgan10
E*trade4
Edgar Addresses
Mailing
1608 W. 5TH STREET, SUITE 230AUSTIN, TX 78703
Business
1608 W. 5TH STREET, SUITE 230AUSTIN, TX 78703
Edgar EIN
415290116
Edgar Recent Filings
D2026-04-17 · 0002129128-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-10-30T11:59:59Z
Rdap Domain Last Changed
2025-10-31T18:02:17Z
Rdap Nameservers
Ns1.ecidns.netNs2.ecidns.netNs3.ecidns.netNs4.ecidns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
6189706
Trust Company Affiliate
No

People (2)

2
JOHL, BRADLEY, ELLIOT
Direct Owner · 87.5%
6189706
WILLIAM M DUFFY
Executive Officer · 2.5%
5813875