Acas is an investment advisor in Rancho Santa Fe with $220.93 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
455437572
SEC advisor number
801-110370
FINRA CRD number
160657
AUM ?
$220.93 mm
(as of 28 Mar 22)
Accounts
549
(as of 28 Mar 22)
Employees
5
(5 investment advisory or research)
Office hours
Monday - Friday, 8 AM - 4 PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Tate, Christopher, Alan | Managing Partner/cco | 05/2012 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
2 Feb 24
13F-HR
Quarterly holdings report by institutional manager
24 Oct 23
13F-HR
Quarterly holdings report by institutional manager
26 Jul 23
13F-HR
Quarterly holdings report by institutional manager
21 Apr 23
13F-HR
Quarterly holdings report by institutional manager
26 Jan 23
13F-HR
Quarterly holdings report by institutional manager
1 Aug 22
13F-HR
Quarterly holdings report by institutional manager
28 Apr 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
31 Jan 22
13F-HR
Quarterly holdings report by institutional manager
19 Jan 22
13F-HR
Quarterly holdings report by institutional manager
19 Oct 21