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
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 an SEC‑registered limited liability company that operates primarily as a fund manager and sponsor rather than a separate capital allocator. Founded as an adviser in 2012, the firm targets institutional clients and runs pooled investment vehicles; it lists portfolio management for pooled investment vehicles among its advisory activities and also operates in roles typically associated with sponsors, general partners, or managing members. Accolade identifies as a CPO/CTA in its business activities and reports being an active ESG investor. The firm’s commercial model is fee‑based (percentage of AUM plus other fee arrangements) and ownership is listed as individual. Its public filings and activity profile position it as a manager that builds and runs alternative investment funds for institutional investors rather than primarily sourcing third‑party managers.

Assets & Accounts

Investments & Alternatives

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

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

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

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

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth