Accumulus Capital Management, LLC is a large advisory firm based in New York. It manages $767.46 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of New York.
Accumulus Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Accumulus Capital Management, LLC is $767.46 million. The firm's AUM has grown by 166% since the beginning of its operation, and $323 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Accumulus Capital Management, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to pooled investment vehicles and corporations or other businesses. The largest group of clients of Accumulus Capital Management is corporations or other businesses with 5 clients and $470.93 million of assets under management. Among the 10 most similar advisory firms, Accumulus Capital Management has the highest percentage of corporations or other businesses out of all clients.
The amount of regulatory assets under management is $758.39 million for 9 clients. 60% of the firm’s clients are foreign persons or businesses.
Accumulus Capital Management also advises several private funds. Namely, four hedge funds. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.
The company employs 7 people that are either part- or full-time employees. 43 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 4 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Accumulus Capital Management, LLC performs its advisory services is located at 110 East 59 Th Street, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-490-7570 or by fax 212-490-7576. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at accumuluscapital.com/.