Acara Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
1.00% annually
Account minimum: $200,000
Main office
Arnold MD
Advisors at this office
1
Most active in
Maryland
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
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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
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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.
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