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 primarily in private equity and manages pooled investment vehicles for institutional investors. The firm is SEC-registered (since 2012) and is owned by a mix of foreign entities and individuals. Its business model centers on managing private equity funds where it typically serves as sponsor, general partner and manager of pooled vehicles; it is also registered to perform CPO/CTA activities. Compensation is a combination of asset-based management fees and performance-linked fees. The firm does not identify itself 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

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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