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Acadia Family Office
Acadia Family Office was established in 2016 by Josh Morgenstern. The firm originated from his tax and accounting advisory practice for alternative investment...
Acadia Family Office
Acadia Family Office was established in 2016 by Josh Morgenstern. The firm originated from his tax and accounting advisory practice for alternative investment professionals. The firm delivers family office, tax compliance, and estate planning services. Confirmed investment types include collectibles and passion assets, commodities, hedge funds, and philanthropic or mission-related investing. All activity remains within North America. No public data exist on assets under management, team size, or specific holdings. The firm maintains a single headquarters in Hunt Valley, Maryland.
General information
Firm type
Multi Family Office
Year founded
2016
Location
Region
North America
Country
United States
City
Hunt Valley
Corporate office
Hunt Valley, MD, United States
Principals
Josh Morgenstern
Founder
Sector focus
Frequently asked questions
Who founded Acadia Family Office?
Josh Morgenstern founded the firm in 2016.
What services does Acadia Family Office provide?
The firm provides bill pay, cash flow management, philanthropic strategies, tax compliance, estate planning, and risk oversight.
What asset classes does Acadia Family Office use?
Confirmed types include collectibles and passion assets, commodities, hedge funds, and philanthropic or mission-related investing.
Where does Acadia Family Office operate?
All activity is in North America.
What is the wealth origin behind Acadia Family Office?
The firm grew from founder Josh Morgenstern’s tax and accounting practice serving hedge fund principals.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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