ACCUMULUS CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 160501
- Registered since
- March 22, 2012
- Website
- www.accumuluscapital.com
- Custodians
- PRIVATBANK IHAG ZURICH AG
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles61.89%
- Corporations / Businesses37.87%
- Insurance Companies0.24%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Accumulus Capital Management, LLC is organized as a hedge-fund manager that primarily serves institutional clients and acts as sponsor and general partner for pooled investment vehicles. The firm is SEC-registered (since 2012) and operates in roles consistent with a CPO/CTA—running pooled funds and providing managed trading/advisory services. Its advisory scope includes portfolio management for individuals/small businesses, pooled vehicles, and institutions, and it also performs selection-of-other-advisers duties, indicating a hybrid operating model that blends direct portfolio management with manager-sourcing for specific allocations. Investment activity centers on pooled hedge funds and related strategies rather than broad retail separately managed accounts. Fee arrangements include a mix of percentage-of-AUM, fixed fees and performance-based fees, which aligns with conventional hedge fund economics and incentive alignment with institutional investors. The firm is not an active ESG investor and is not designated as a multi-state adviser.
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
- Private Funds89%
- Cash & Cash Equivalents7%
- Exchange Traded Equities3%
- Investment Grade Corp Bonds1%
Owners & executives
3 of 3STEFAN ZELLMER
Chief Operating OfficerCRD 2574611
BENJAMIN SCHLIEMANN
Founder and Chief Investment OfficerCRD 5055233
mary ellen curran
Chief Compliance Officer And Chief Financial OfficerCRD 2601150
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 110 E 59th St
- Time zone
- ET (UTC-5)
- Office locations
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