A complete list of active advisors currently associated with Acara Capital Management, LLC

Warmer can help you find a great advisor at Acara Capital Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Acara Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.