Act Capital Management, LLC
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Overview
Act Capital Management, LLC operates as a financial advisor firm based in Wayne, Pennsylvania. Act Capital Management, LLC administers $115.4 million in total assets over 21 accounts, making it a mid-tier firm in the United States by assets under management (AUM). It has a small group, including 3 financial advisors. Act Capital Management, LLC does not act as a registered broker-dealer, signifying that it cannot buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer company to do so. Securities are tradable financial investments such as options, bonds and equities.
Act Capital Management, LLC manages all of the firm's client assets on a discretionary basis. Discretionary management is a structure in which transaction choices for the client's account are made by a portfolio manager without needing the client's permission. Act Capital Management, LLC manages about $5.5 million in assets for each customer account. An average advisor at Act Capital Management, LLC administers about seven client accounts, making it one of the more individualized advisor firms in the country.
Act Capital Management, LLC's headquarters is located at 100 West Lancaster Avenue, Wayne, Pennsylvania 19087. Act Capital Management, LLC is registered to serve customers in the state of Pennsylvania.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Act Capital Management, LLC by the Numbers
$115.4 million
3
21
$5.5 million
Fee Structure
Fees for financial management largely vary depending on which service is provided. However, fee types billed by Act Capital Management, LLC can be comprised of any combination of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm caters to high net worth investors and pooled investment vehicles. Out of its 21 accounts, Act Capital Management, LLC's largest client group by number of accounts is high net worth investors, though it also manages money for 10 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 in AUM or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 66.67%
- Other Individuals - 0%
- Corporations - 33.33%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Act Capital Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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