Acuitas Investments Reports $125.7 Million in Holdings

The firm’s latest report reveals an expanded partnership network and strategic asset management across diverse managers.

July 31, 2025

Mid-Year Holdings Snapshot

As of June 30, 2025, Acuitas Investments reported $125.7 million in assets under management across 53 investment positions. The update, filed with the SEC, reflects the firm’s continued use of a combination reporting structure—highlighting both its directly managed assets and the holdings managed by a network of affiliated investment firms.

Based in Seattle, Acuitas signed and submitted the report on July 30, with Chief Compliance Officer and COO Lisa Thenell certifying the details. This mid-year snapshot doesn’t just list numbers; it provides a look at how Acuitas builds and maintains its investment partnerships.

Broader Partnership Footprint

In total, 17 other institutional managers were listed as contributors to the firm’s overall holdings. These include:

• Polen Capital Management


• DIAMOND HILL CAPITAL MANAGEMENT


• Riverwater Partners


• Meros Investment Management

That range shows how Acuitas leans into collaboration—working with a diverse mix of managers to extend its market reach.

Operational Structure and Oversight

The report also identifies four included managers that Acuitas directly oversees. Each is registered with the SEC, and all are active participants in the firm’s broader strategy. With 53 securities in the information table, the portfolio appears broad enough to balance risk across sectors, while still being focused enough to act quickly on new opportunities.

Acuitas uses this combination report structure to streamline oversight and transparency. It simplifies what’s shared with regulators while giving a fuller picture of total managed assets. This approach supports more agile investment management—bringing together the insights of multiple firms, while ensuring Acuitas stays closely connected to the strategies in play.

This report shows Acuitas in motion: expanding its manager network, maintaining a firm grip on compliance, and managing a clear process for reporting holdings across a distributed model. For clients, it’s a signal that the firm continues to operate with scale, discipline, and strong alignment with its institutional partners.