Act Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wayne, PA. Its latest Form ADV filing, dated March 31, 2026, reports $164M in regulatory assets under management, 2 employees, and 21 accounts.
Assets Under Management
$164M
Employees
2
Offices
--
Total Clients
16
Primary office
WAYNE, PA
100 WEST LANCASTER AVENUE, SUITE 110, WAYNE, PA, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 68.8% of total clients.
Top client categories% of clientsClients
1
HNWI
68.8%
11
2
Pooled Investment Vehicles
31.3%
5
Categories with <5 clients
Individuals (other than high net worth individuals)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$164Mas of March 31, 2026
Discretionary100.0%
$164M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$164M
Total Accounts21
10Y AUM Change$-70M (-30.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee8:1
10Y Employee Change-1 (-33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.