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- Custodian
- Interactive Brokers ยท Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2018
- Office Locations
- 1
Office Locations
About Acara Capital Management, LLC
ACARA Capital Management is a founder-led Maryland registered investment adviser serving retail and institutional clients with a pragmatic, high-conviction approach to wealth management. Its ACARA Focused strategy concentrates in select public equities using fundamental analysis and, at times, volatility-based perceptions of risk; clients can invest alongside founder/portfolio manager Fletcher D. Perkins, CFA. A complementary ETF-based Diversified strategy provides diversified U.S. equity exposure and targets segments underrepresented in the Focused portfolio.
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Owner & Executives
FLETCHER DRIGGS PERKINS
Chief Compliance Officer, Managing Member, Portfolio Manager
- CRD
- #4553938
- Ownership
- 50% but less than 75%
Jennifer Parker Perkins
Managing Director
- CRD
- --
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,103,723 | -- |
| Non-Discretionary | $0 | -- |
| Total | $31,103,723 | -- |
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Separately Managed Accounts
Total SMA Asset: $31,103,723
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,436,732,750 | 28.3% |
| Public Funds | $3,728,287,211 | 43.3% |
| Cash | $2,445,343,112 | 28.4% |
| Total | $8,610,363,073 | 100.0% |