Accolade Capital Management, LLC (Washington)

Name: Accolade Capital Management, LLC
Address: 2001 M Street, Nw, Suite 801, Washington, DC, 20036 5858
Telephone: 202-775-5595

Accolade Capital Management, LLC is a large advisory firm based in Washington. It manages $1.43 billion of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of District of Columbia.

Accolade Capital Management provides portfolio management for pooled investment vehicles. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Accolade Capital Management: assets under management

The assets under management (AUM) of Accolade Capital Management, LLC is $1.43 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 322% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.43 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $95.3 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Accolade Capital Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Accolade Capital Management serves?

The only and largest group of clients of Accolade Capital Management is pooled investment vehicles with 15 clients and $1.43 billion of assets under management. Among the 11 most similar advisory firms, Accolade Capital Management has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.43 billion for 15 clients. None of the firm’s clients are foreign persons or businesses.

Accolade Capital Management also advises several private funds. Namely, fifteen private equity funds. The minimum investment commitment required of non-related persons is $500,000 for each fund.

Careers at Accolade Capital Management, LLC

The company employs 8 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone 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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Joelle Moira Kayden	Managing member	1 Feb 2000	75% - 100%	1027957
Andrew Winter Salembier	Chief compliance officer	1 Jan 2012	Other	6019513

Based in Washington

The principal office where Accolade Capital Management, LLC performs its advisory services is located at 2001 M Street, Nw, Suite 801, Washington, DC 20036 5858, 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 202-775-5595 or by fax 202-775-5599. The normal business hours are 8am et - 8pm et on Monday - Friday. You can find more information about the New York firm at accoladepartners.com/.