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 operates as a limited partnership focused on private equity investing for institutional clients. The firm functions as a sponsor and general partner for pooled investment vehicles and provides portfolio management for those vehicles. Its business model blends traditional private equity fund management with activities registered as a CPO/CTA, and its revenue mix includes management fees based on assets under management plus performance-based carry. Accel-Kkr does not describe itself as an active ESG investor and is not structured as a multi-state advisory platform for retail accounts; its advisory mandate is organized around pooled funds for institutional investors. Investment activity is concentrated in private markets: the firm primarily organizes and manages private equity funds rather than running broad public equity strategies. Public securities exposure is minimal relative to its private fund footprint, reflecting a strategy that centers on longer-dated, illiquid positions where the firm acts as capital allocator and operating partner through its funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • PATRICK FALLON

    Managing Director, Chief Operating OfficerCRD 1418807

  • ROY KELVIN

    Managing Director, Chief Financial OfficerCRD 1945465

  • PAISLEY KADISON

    Principal, General Counsel and Chief Compliance OfficerCRD 7530997

Contacts

2 of 2
  • THOMAS BARNDS

    Co-Managing PartnerCRD 2085053

  • ROBERT PALUMBO

    Co-Managing DirectorCRD 2078734

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth