Acara Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$31,103,723
Clients
24
33% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
24
TypicalAverage account size
$1,295,988
About
ACARA Capital Management serves individual and high-net-worth clients with discretionary portfolio management and occasional custom portfolios. The firm manages accounts through three defined approaches — ACARA Focused, ACARA Ultra‑Focused, and ACARA Diversified — and accommodates short‑term client needs such as tax‑loss harvesting and liquidity requests.
ACARA’s investment process emphasizes concentrated equity positions in firms with perceived competitive advantages, supplemented as needed by ETFs, fixed income, REITs, commodities, and cash. Its analysis combines fundamental, quantitative, technical, cyclical and qualitative methods, and it implements trades as grouped block trades under discretionary authority using a single custodian platform.
The firm reports $24,665,954 in assets under management and, unlike most peers, presents performance information (including predecessor performance disclosures) in its materials. ACARA is also notable for the Ultra‑Focused strategy’s explicit allowance for extreme concentration and market timing, and for operating as a solo advisor that groups client and owner accounts for trading — a structure the brochure notes can create adverse tax consequences for individual clients.
Client services
Portfolio management
Expertise
Concentrated stock management
Private / alternative investments
Active portfolio management
Fee options
1.00% annually
Account minimum: $200,000
Main office location
Acara Capital Management, LLC
Arnold MD, United States
Number of offices
1
Most active in
Acara Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
Maryland
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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