ACROPOLIS INVESTMENT MANAGEMENT, LLC

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Acropolis Investment Management is based out of St. Louis. Acropolis Investment Management is a large advisory firm with 828 clients and discretionary assets under management (AUM) of $1,261,386,132 (Form ADV from 2017-10-01). Their last reported 13F filing for Q4 2018 included $574,695,000 in managed 13F securities and a top 10 holdings concentration of 74.0%. Acropolis Investment Management's largest holding is iShares Trust - Core S&P Mid-Cap 400 Exchange Traded Fund with shares held of 454,210. Acropolis Investment Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 56 13F filings

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12/31/2018

13F Sector Allocation Over Time

12/31/2018

13F Activity

  • Market Value $574.695 Million
  • Prior Market Value $622.768 Million
  • New Purchases12 stocks
  • Additional Purchases55 stocks
  • Sold out of20 stocks
  • Reduced holdings in52 stocks
  • Top 10 Holdings % 74.00 %
  • Turnover % [1]:23.02%
  • Turnover Alt % [2]: 8.55 %
  • Time Held Top20:28.05 quarters
  • Time Held Top10:23.10 quarters
  • Time Held All:26.45 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2018-11-14

Performance for Q3 2018: -5.09%
Performance Last 4 Quarters: 0.99%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR/A (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR/A (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)
  • 2007-03-31 - 13F-HR/A (Subscription required)
  • 2007-03-31 - 13F-HR (Subscription required)
  • 2006-12-31 - 13F-HR (Subscription required)
  • 2006-09-30 - 13F-HR (Subscription required)
  • 2006-06-30 - 13F-HR (Subscription required)
  • 2006-03-31 - 13F-HR (Subscription required)
  • 2005-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

ACROPOLIS INVESTMENT MANAGEMENT, L.L.C.
14755 NORTH OUTER FORTY ROAD SUITE 100
ST. LOUIS MO    63017
Country: United States

Business Phone: 888-882-0072
Fax: 888-453-1266
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: MO
Number of employees: 32
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 21,582,400
Total Number of Clients: 828
Amount of client funds and securities by related persons: 429,955,000
Total Number of clients from related persons: 548
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018

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ACROPOLIS INVESTMENT MANAGEMENT, L.L.C.

ownership team - last updated 2017-03-27
Name Title Start Date Direct/Indirect % Ownership
LISSNER, CHRISTOPHER, BART MANAGING MEMBER & PRESIDENT 08/01/2002 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
EVERTRADE ADVISORS INC PRESIDENT-EVERTRADE ADVISORS direct 1999-05-01
ACROPOLIS INVESTMENT MANAGEMENT, L.L.C. MANAGING MEMBER & PRESIDENT direct 2002-08-01
ACROPOLIS INVESTMENT MANAGEMENT, L.L.C. PRESIDENT/GENERAL PARTNER direct 2002-08-01 2009-02-26
ACROPOLIS INVESTMENT MANAGEMENT, L.L.C. MANAGING MEMBER direct 2002-08-01 2013-02-15
OTT, DAVID, BAKER MEMBER & CHIEF INVESTMENT OFFICER 08/01/2002 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
ACROPOLIS INVESTMENT MANAGEMENT, L.L.C. MEMBER & CHIEF INVESTMENT OFFICER direct 2002-08-01
ACROPOLIS INVESTMENT MANAGEMENT, L.L.C. GENERAL PARTNER direct 2002-08-01
ACROPOLIS INVESTMENT MANAGEMENT, L.L.C. MEMBER direct 2002-08-01
WARD, DANNELLE, DYAN MEMBER & CHIEF COMPLIANCE OFFICER 08/01/2002 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
ACROPOLIS INVESTMENT MANAGEMENT, L.L.C. MEMBER & CHIEF COMPLIANCE OFFICER direct 2002-08-01
ACROPOLIS INVESTMENT MANAGEMENT, L.L.C. GENERAL PARTNER direct 2002-08-01
ACROPOLIS INVESTMENT MANAGEMENT, L.L.C. GENERAL PARTNER & CHIEF COMPLIANCE OFFICER direct 2002-08-01
LISSNER, MICHAEL, TIMOTHY MEMBER 01/01/2003 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
ACROPOLIS INVESTMENT MANAGEMENT, L.L.C. GENERAL PARTNER direct 2003-01-01
ACROPOLIS INVESTMENT MANAGEMENT, L.L.C. MEMBER direct 2003-01-01

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