Ackerman Capital Management (ACM) is an independent, SEC Registered Investment Advisor (RIA), wealth manager, and family office. Established in 1969, ACM specializes in providing investment management, wealth management, and fiduciary services. The firm is known for its disciplined investment approach and a track record of innovation and capital preservation during market downturns.
1969
Privately held
ACM adopts a contrarian and cautious investment approach during periods of market volatility, focusing on quality and capital preservation.
Dallas, Tx, United States
About
Mission
ACM emphasizes a disciplined investment approach focused on long-term value creation and capital preservation. The firm is committed to aligning wealth management with client goals, ensuring transparency, and utilizing advanced technology.
Values
Integrity, transparency, excellence, and client-centric approaches are core values of ACM.
Participant Demographics
ACM serves individuals, families, family offices, and select institutional clients.
Track Record
Team Experience
The firm’s leadership includes David Ackerman, a CFA Charterholder and industry veteran since 1996.
Notable Achievements
Avoided the 1987 market crash and made successful predictions during the 2000 tech bubble and 2008 financial crisis.
Project Track Record
Ackerman launched Ackerman Value Partners, L.P., a successful long/short equity hedge fund.
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Dallas, Tx, United States
Legal & Compliance
SEC
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