ACCUMULUS CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2012
Total AUM
$1.7B
Discretionary
$1.1B
62% of AUM
Avg account
$249M
Accounts
7
Employees
10
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
160501
Registered since
March 22, 2012
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 89%, Cash & Cash Equivalents 7%, Exchange Traded Equities 3%, Investment Grade Corp Bonds 1%89%
  • Private Funds89%
  • Cash & Cash Equivalents7%
  • Exchange Traded Equities3%
  • Investment Grade Corp Bonds1%

Owners & executives

3 of 3
  • STEFAN 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

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
110 E 59th St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth