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- Custodian
- US Bank
- Clients
- Retail and Institutional
- Platforms
- Legacy atlas
- Established Date
- 05-01-2017
- Office Locations
- 2
Office Locations
About ACM
ACM (AsymmetricCap.com) is a boutique RIA serving retail and institutional clients, including entrepreneurs. The firm focuses on asset allocation, portfolio construction, and risk management, with a liquid-alternatives toolkit and portfolios primarily implemented with ETFs alongside fixed income and selective derivatives/futures. Custody includes U.S. Bank; based in Wayzata, MN with a Greenwich, CT presence.
Team overview
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Investment Themes
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Owner & Executives
Lorenzo Paloscia
Chief Compliance Officer, PORTFOLIO MANAGER
- CRD
- #6842503
- Ownership
- 25% but less than 50%
DAVID BERNARD VAN BENSCHOTEN
Chief Investment Officer, CHIEF STRATEGIST, Owner, PORTFOLIO MANAGER
- CRD
- --
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $231,178,827 | $16,512,773 |
| Non-Discretionary | $0 | -- |
| Total | $231,178,827 | $16,512,773 |
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Separately Managed Accounts
Total SMA Asset: $231,178,827
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $265,194,376 | 10.1% |
| U.S. Government/Agency | $661,673,097 | 25.2% |
| Cash | $378,098,913 | 14.4% |
| Corporate - Investment Grade | $506,757,570 | 19.3% |
| Derivatives | $813,962,937 | 31.0% |
| Total | $2,625,686,893 | 100.0% |