Investment adviser · CRD 123824

ACKERMAN CAPITAL MANAGEMENT

Investment adviser filing (IA)

ACKERMAN CAPITAL ADVISORS, LLC

DALLAS, TX, United States · Form ADV filed Mar 31, 2026

Regulatory AUM
$604M
Form ADV · Item 5.F
Client accounts
528
Accounts, not individual clients
Employees
6
Reported in this filing
Advisory professionals
3
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals141$556,396,14492.1%
Charities8$27,102,0744.5%
Retirement plans10$11,485,0081.9%
Individuals33$9,035,4041.5%
Filing source

Form ADV 2067997 · Mar 31, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

3 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

A/Y DIGITAL HOLDINGS, LPHedge Fund · Last reported Mar 31, 2026$13.8MGross asset value
Fund administrator NAV FUND ADMINISTRATION GROUP OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RICHEY MAY ENGLEWOOD, Colorado, United States
Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No
Prime broker COINBASE SECURITIES, INC. SAN FRANCISCO, California, United States
Prime broker INTERACTIVE BROKERS LLC SAN FRANCISCO, California, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RICHEY MAY
PCAOB 673

CHARLES SCHWAB & CO., INC.
SEC 8-16514

COINBASE SECURITIES, INC.
CRD 151143 · SEC 8-68337

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

Fund details & source
Fund ID
805-3881973362
Reported beneficial owners
41
Minimum commitment
$100K

Form ADV 2067997 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ACM ENHANCED MUNICIPAL INCOME FUND, LPHedge Fund · Last reported Mar 31, 2026$12.8MGross asset value
Fund administrator OPUS FUND SERVICES NAPERVILLE, Illinois, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor LANE GORMAN TRUBITT LLC DALLAS, Texas, United States
Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No
Prime broker INTERACTIVE BROKERS LLC SAN FRANCISCO, California, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

LANE GORMAN TRUBITT LLC
PCAOB 508

CHARLES SCHWAB & CO., INC.
SEC 8-16514

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

Fund details & source
Fund ID
805-6116142583
Reported beneficial owners
39
Minimum commitment
$1M

Form ADV 2067997 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ACKERMAN VALUE PARTNERS, L.P.Hedge Fund · Last reported Mar 29, 2021$18.1MGross asset value
Fund administrator TRIDENT FUND SERVICES ATLANTA, Georgia, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor DELOITTE LLP DALLAS, Texas, United States
Custodian BTIG, LLC SAN FRANCISCO, California, United States Related to adviser: No
Prime broker BTIG, LLC SAN FRANCISCO, California, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

DELOITTE LLP
PCAOB 34

BTIG, LLC
SEC 8-65473

BTIG, LLC
CRD 122225 · SEC 8-65473

Fund details & source
Fund ID
805-3133753179
Reported beneficial owners
16
Minimum commitment
$250K

Form ADV 1517747 · Mar 29, 2021 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 31, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

5956 SHERRY LANE, SUITE 1600
DALLAS, TX, 75225, United States

CRD 123824

Filing source

Form ADV 2067997 · Mar 31, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.