Acuta Capital Partners, LLC is a large advisory firm based in Belmont. It manages $567.54 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of California and Puerto Rico.
Acuta Capital Partners provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Acuta Capital Partners, LLC is $567.54 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -4% since the beginning of its operation, and $107.82 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Acuta Capital Partners, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Acuta Capital Partners is pooled investment vehicles with 5 clients and $533.52 million of assets under management. Among the 7 most similar advisory firms, Acuta Capital Partners has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $533.52 million for 5 clients. 22% of the firm’s clients are foreign persons or businesses.
Acuta Capital Partners also advises several private funds. Namely, two hedge funds and one venture capital fund. The minimum investment commitment required of non-related persons ranges from $100,000 to $250,000.
The company employs 13 people that are either part- or full-time employees. 31 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Anupam Akshay Dalal has served as the Chief Investment Officer since 1 Dec 2017. 2007 The Lin Lay Family 2007 Trust Dated September 7 joined the executive team most recently as the Owner.
The principal office where Acuta Capital Partners, LLC performs its advisory services is located at 1301 Shoreway Road, Belmont, CA 94002, which is also the mailing address of the firm. An additional office of the firm is in San Juan, PR. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 650- 486-0800 or by fax 650- 486-0820. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at acutacapital.com.