ACCRETIVE, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
157364
Registered since
May 27, 2021

Firm profile

FINTRX

Overview

Accretive, LLC is a limited liability company that registered with the SEC in 2021. Filings classify the firm as unclassified and identify its ownership as a combination of a domestic entity and an individual. The adviser does not report multi-state adviser status, does not flag itself as an active ESG investor, and is not listed as a capital allocator in the available data. The firm's disclosed activities emphasize an operator role in pooled vehicles: it serves as sponsor, general partner, and managing member for investment funds. That positioning suggests the business is centered on forming and managing private investment vehicles rather than running a traditional retail advisory practice.

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
  • TONY SHUM

    CFOCRD 6653817

Contacts

2 of 2
  • ANNE-MARIE SHELLEY

    General CounselCRD 6010266

  • Pamela Cline

    Managing MemberCRD 7988927

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
18 E 50th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth