Acuitas Investments Reports $117 Million in Assets Under Management
The firm discloses its portfolio management partnerships with a wide network of sub-advisors.
April 29, 2025
Managing a diverse investment strategy takes strong partnerships and timely reporting. Acuitas Investments, LLC delivered on both fronts with its latest quarterly disclosure to the SEC, reporting $117.4 million in managed assets as of March 31, 2025.
Based in Seattle, Acuitas takes a collaborative approach to asset management. Its latest report highlights 17 sub-advisory relationships, working with firms like ClariVest Asset Management, Pzena Investment Management, and Diamond Hill Capital Management. These partnerships support Acuitas' broad market exposure and strengthen its portfolio construction across small and micro-cap strategies.
Sub-Advisor Collaborations and Reporting Structure
The firm doesn’t operate in isolation. A portion of its holdings is reported alongside other managers, including Signia Capital Management and Weber Capital Management. Five firms are listed in this section, demonstrating the interconnected structure of Acuitas’ investment reporting.
Holdings Overview and Compliance Commitment
Across its 13F report, Acuitas disclosed 66 holdings, covering a range of sectors and asset types. While this particular filing focused on summary-level information rather than detailed holdings, the numbers paint a clear picture of a firm with a steady and diversified presence.
Lisa Thenell, Chief Compliance Officer and Chief Operating Officer, signed the filing, reinforcing Acuitas’ focus on regulatory accuracy and transparency. As the financial landscape evolves, Acuitas continues to align its reporting processes and investment oversight with industry standards—keeping its clients and stakeholders informed every step of the way.
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