0001613001-14-000019.txt : 20140811 0001613001-14-000019.hdr.sgml : 20140811 20140808154428 ACCESSION NUMBER: 0001613001-14-000019 CONFORMED SUBMISSION TYPE: MA-I PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20140731 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Acacia Financial Group, Inc. CENTRAL INDEX KEY: 0001613001 IRS NUMBER: 204775407 STATE OF INCORPORATION: NJ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: MA-I SEC ACT: 1934 Act SEC FILE NUMBER: 868-02076 FILM NUMBER: 141027367 BUSINESS ADDRESS: STREET 1: 601 ROUTE 73 NORTH STREET 2: SUITE 206 CITY: MARLTON STATE: NJ ZIP: 08053 BUSINESS PHONE: 8562342266 MAIL ADDRESS: STREET 1: 601 ROUTE 73 NORTH STREET 2: SUITE 206 CITY: MARLTON STATE: NJ ZIP: 08053 MA-I 1 primary_doc.xml MA-I 0001613001 XXXXXXXX Hollie Rosenberg 856-234-2266 hrosenberg@acaciafin.com N Carol Barbara Howarth N 1 0001613001 Acacia Financial Group, Inc. 05-23-2011 N 07-25-2014 0001613001 SUPERVISED 05-23-2011 601 ROUTE 73 NORTH SUITE 206 MARLTON NJ 08053 LOCATED 05-23-2011 Carol Howarth von Meer 05-2011 ACACIA FINANCIAL GROUP, INC. Marlton NJ 08053 Y N Senior Vice President 07-2007 04-2011 SCOTT BALICE STRATEGIES, LLC Chicago IL 60606 Y N Vice President 07-2006 06-2007 INDEPENDENT CONTRACTOR Anchorage AK 99517 N N Managing Consultant 01-2004 05-2006 UNIVERSITY OF ALASKA ANCHORAGE Anchorage AK 99508 N N Term Assistant Professor of Business Y 04-2014 49th Fund, LLC 2471 Belmont Drive Anchorage AK 99517 N Y Private equity/investment fund - blind pool Manager 15 Evaluate, invest in and advise early stage companies based in Anchorage, AK 09-2013 Paeco, Inc. 1413 Sunrise Drive Anchorage AK 99508 N N Lessor of non residential real estate Trustee; Shareholder 2 Disposition of assets, monitor finances 12-2011 Goat Creek Partners, LLC 2471 Belmont Drive Anchorage AK 99517 N N Lessor of non residential real estate Member, Registered Agent 8 Disposition of assets, monitor finances 08-2011 University of Alaska Anchorage 3211 Providence Drive Anchorage AK 99508 N N University Term Associate Professor of Business [8/2011 to 5/2013] (due to overlapping date - had to put employment under other business) 200 Professor N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N 07-31-2014 Kim M. Whelan Co-President