Accel-Kkr

RIASEC RegisteredEst. 2012
Total AUM
$23.8B
Discretionary
$23.8B
100% of AUM
Avg account
$744M
Accounts
32
Employees
117
Advisory reps
5

Firm details

Headquarters
Menlo Park, California
CRD number
156498
Registered since
March 28, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Accel‑Kkr is structured as a limited partnership that operates as a private equity manager serving institutional clients. The firm is registered with the SEC (since 2012) and positions itself around managing pooled investment vehicles rather than single‑family office work or retail advisory. Its business activities include acting as a sponsor/GP and, per filings, operating as a CPO/CTA and portfolio manager for pooled funds. The firm charges both a percentage‑of‑assets fee and performance‑based fees. Ownership is listed as a combination of a foreign entity and individual ownership, and Accel‑Kkr does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Patrick Fallon

    Patrick Fallon

    Managing Director, Chief Operating OfficerCRD 1418807

  • Roy Kelvin

    Roy Kelvin

    Managing Director, Chief Financial OfficerCRD 1945465

Contacts

3 of 3
  • Thomas Barnds

    Thomas Barnds

    Co-Managing PartnerCRD 2085053

  • Robert Palumbo

    Robert Palumbo

    Co-Managing DirectorCRD 2078734

  • David King

    CRD 8297698

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Menlo Park, CA

San Mateo

Location

Menlo Park, CA

Headquartered in Menlo Park, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Mateo
Address
2180 Sand Hill Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth