Investment Selection, Balanced Portfolio & Specialized Strategies, Separate Account Management Custody by Schwab. ACM will apply our successful track record of performance over time to your investing needs using time-tested principles & leading-edge academic research in our portfolio construction.
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Our Team
We complement each other with our varied professional backgrounds and areas of expertise, yet it is our shared values that strongly connect us as a successful, cohesive team working for you. We are motivated by the satisfaction and recognition that comes with making decisions with integrity, being top performers in our field, and building strong client relationships based on trust and transparency.
Investment Philosophy
Independent thinking, research, and experience applying time-tested investing principles and current leading-edge academic theory in portfolio construction informed our evolved investment philosophy.
Mission, Values, Logo
Drawing upon our five decades of investment management expertise, we are committed providing you the kind of financial peace of mind that gives you the freedom to focus on what matters most in YOUR LIFE. And in leaving YOUR LEGACY. It’s OUR PURPOSE.
Our Founder
Edward M. Ackerman served as the general partner and portfolio manager of Ackerman Associates, L.P./Ackerman Capital Management, from 1969-2007. Upon his passing in 2016, he left a legacy that extended both deep and wide—from the visionary investment management firm that he created, to extraordinary contributions within his profession and community, to an undying devotion to his family.
History of the Firm
Ackerman Capital Management was built upon a spirit of innovation. In 1969 Edward Ackerman created Ackerman Associates, L.P., the first hedge fund based in Dallas, Texas. With an early understanding of the interaction between the stock market and interest rates, he managed the fund to great success, decade after decade, until his retirement in 2007. Based on the early performance of Ackerman Associates, LP, in the mid-70’s Edward established Dallas Investment Management, a registered investment advisor, to manage a select number of institutional accounts. David Ackerman joined his father’s investment firm in 1993 and became a partner in 1996.
Wealth Management
At Ackerman Capital Management, we understand both the challenges and opportunities that come with significant wealth. We are committed to helping you pursue your financial objectives with integrated wealth management solutions, both for today and for generations to come.mWe take the necessary time to understand our client’s unique situation and goals in building a strong relationship of trust; and as an independent firm, we act as their fiduciary in providing objective guidance. We work closely with client CPAs, attorneys, and other professional advisors to provide collaborative planning & estate structuring advice. Balanced Portfolio Our clients core wealth is invested in balanced portfolios with separate account management; and/or they may invest in focused strategies offered in a separate account structure and a limited partnership hedge fund structure.
Legal Disclosures
Ackerman Capital Management, LP is an SEC registered investment adviser located in Dallas, Texas. Ackerman Capital Management, LP and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which Ackerman Capital Management, LP maintains clients.
Privacy Policy Notice – Ackerman Capital Advisors, LLC
Ackerman Capital Advisors, LLC (“Ackerman”) adopted this policy with recognition that protecting the privacy and security of the nonpublic personal information we obtain about our clients is an important responsibility. We also know that you expect us to service you in an accurate and efficient manner. To do so, we must collect and maintain certain nonpublic personal information about you. We want you to know what information we collect and how we use and safeguard that information.
Contact Us
If you have any questions or would like to discuss our services in more detail, you may fill out this form and we will contact you. You may also sign up to subscribe to our newsletter ad receive time-sensitive market commentary and updates from Ackerman Capital Management.