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Acacia Advisors offers a broad spectrum of services. As we recognize, clients have different, complex and changing needs that cannot be met by a standard service offering.  Ultimately, the clients determine which services will be needed at any given point of time and how Acacia Advisors will work with the client to achieve the stated objectives.

Scope of Services

  • Development of Investment Programs
  • Portfolio Construction
  • Primary Investments in Funds
  • Direct and Co-Investments
  • Investment Monitoring and Oversight
  • Execution of Portfolio Adjustments
  • Secondary Transactions of Funds and Direct Investment Portfolios
  • Value Recovery for Underperforming Investments
  • Financial Advisory for Existing Investments
  • Sub-Advisory for Existing or New Portfolios

Principles of Engagement

  • Focus on Client Needs and Requirements
  • Confidentiality and Discretion
  • Independent, Timely and High Quality Advice
  • Customized and Flexible Service Profile