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ACRUENCE CAPITAL, LLC
CRD 305482File 801-119919
APPROVED
Filing as of Jun 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$37.4M
Bottom 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $37.4M
Clients
1
1 accounts
Employees
1
Bottom 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Mar 16, 2021
- Principal office
- 8111 PRESTON RD., SUITE 500, DALLAS, TX, 75225-6339
- Phone
- 833-653-6400
- Website
- https://www.acruence.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $37.4M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $37.4M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 1
- Total accounts
- 1
- AUM per client
- $37.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $37.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jul 1, 2026 | Employees | 3 | 1 | decreased by2 |
| Jul 1, 2026 | Clients | 3 | 1 | decreased by2 |
| Jul 1, 2026 | AUM | $112,943,100 | $37,352,100 | decreased by$75,591,000 |
| Jul 1, 2026 | Accounts | 3 | 1 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 3 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1 | 3 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $578,018,653 | $112,943,100 | decreased by$465,075,553 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 38 | 3 | decreased by35 |
| Apr 1, 2022 | Employees | 1 | 4 | increased by3 |
| Apr 1, 2022 | AUM | $458,043,458 | $578,018,653 | increased by$119,975,195 |
| Apr 1, 2022 | Accounts | 4 | 38 | increased by34 |
| May 1, 2021 | Employees | 2 | 1 | decreased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ACRUENCE CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ACRUENCE CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.