Accrescent Capital Management LLC
RIAState Registered
Total AUM
$1.1M
Discretionary
$1.1M
100% of AUM
Avg account
$100K
Accounts
11
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 162919
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Accrescent Capital Management LLC is an independent, privately owned registered investment adviser organized as an LLC that focuses on portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and serves a client base made up of individual and family investors. It does not identify as an active ESG investor, is not structured as a multi-state adviser, and does not operate as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents72%
- Exchange Traded Equities15%
- Non-Exchange Traded Equities13%
- Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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