Acumain Capital, LLC

The firm provides discretionary portfolio management to high-net-worth individuals and institutional investors through separately managed accounts, with services focused on equity strategies. It is newly formed and, as disclosed in the brochure, has not yet begun managing client assets.

Acumain Capital combines fundamental security analysis, quantitative modeling, and macroeconomic research to implement long-only and long/short equity strategies, and may employ hedging instruments such as ETFs and futures where appropriate. Portfolios are managed on a discretionary basis and may involve frequent, model-driven trading; the firm also accommodates client-imposed security restrictions.

Noteworthy features include the firm’s use of performance-based compensation for qualified clients with a high-water mark, an arrangement the brochure highlights alongside standard asset-based fees and compliance controls. The firm is led by a sole principal who also maintains an outside executive role at an unrelated private technology company—this dual role and its potential time-allocation conflicts are disclosed and accompanied by mitigation measures, custody safeguards, and a business continuity plan; the brochure also notes a preferred custodian and an absence of soft-dollar arrangements.