Accolade Partners

RIASEC RegisteredEst. 2012

Total AUM

$9.3B

Discretionary

$9.3B

100% of AUM

Avg account

$141M

Accounts

66

Employees

18

Advisory reps

3

Firm details

Headquarters: Washington, District of Columbia
CRD number: 160802
Registered since: March 5, 2012
Website: www.accoladepartners.com
Fee structure: Percentage of AUM, Other
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Accolade Partners is a privately owned LLC that has operated as an SEC-registered adviser since 2012. The firm serves an institutional client base and is classified as an alternative fund provider rather than a traditional capital allocator. Its stated business activities include acting as a CPO/CTA and providing portfolio management for pooled investment vehicles; it also functions as sponsor, general partner and managing member of pooled funds it advises. The firm reports using a percentage-of-AUM fee structure alongside other fee arrangements and identifies as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

1 of 1

Andrew Salembier
Partner, COOCRD 6019513

Contacts

2 of 2

Joelle Kayden
Founder & Managing PartnerCRD 1027957
Caitlin Mulligan
Partner, General CounselCRD 7527151

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Washington, DC

District Of Columbia

Location

Washington, DC

Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area: Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region: South
County: District Of Columbia
Address: 2100 Pennsylvania Ave Nw
Time zone: ET (UTC-5)
Office locations

Similar firms

Meridiam Infrastructure North America Corporation

Washington, DC

AUM $10.2BTEAM 40REPS 6

Marshfield Associates

Washington, DC

AUM $8.1BTEAM 27REPS 13

Grain Management, LLC

Washington, DC

AUM $8.1BTEAM 77REPS 3

Invictus Capital Partners

Washington, DC

AUM $7.3BTEAM 53REPS 5

Missionsquare Retirement

Washington, DC

AUM $6.3BTEAM 553REPS 146

F/M Investments LLC

Washington, DC

AUM $17.7BTEAM 83REPS 26

More RIAs in Washington →All District of Columbia RIAs →