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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

ACCRUED EQUITIES INC.

CRD 13452

MELVILLE, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2737f2d5-f0bf-b980-a30a-526bf2be48b8

Data as of Mar 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jan 6, 2012 to Mar 10, 2026
18 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=4.0
Regulatory AUM: $272MItem 5.F on the latest filing (2026-03-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $272M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1
SEC number: 801-15504
CRD: 13452
Filings on the tape: 18
First filed: Jan 6, 2012
Latest filed: Mar 10, 2026
Organised: Corporation, NY

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
SCHOENWALD, DAVID JAY	CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER	E	yes	01/1981	Jan 6, 2012	Mar 1, 2024
DON ANGELO, KATHLEEN	Secretary	Na	no	02/2023	May 22, 2023	Mar 1, 2024
ROSENBLITH, MURRAY DAVID	VICE PRESIDENT/ ASST. COMPLIANCE OFFICER	Na	no	02/2023	Jan 6, 2012	Mar 1, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 10, 2026	$272M	$272M	4	3	0	n/a	n/a
2024	Mar 31, 2025	$253M	$253M	4	3	0	n/a	n/a
2023	Mar 1, 2024	$326M	$326M	5	3	0	n/a	n/a
2022	May 22, 2023	$379M	$379M	5	3	0	n/a	n/a
2021	Mar 18, 2022	$456M	$456M	4	3	0	n/a	n/a
2020	Mar 22, 2021	$428M	$428M	4	2	0	n/a	n/a
2019	Feb 14, 2020	$234M	$234M	3	2	0	n/a	n/a
2018	Jan 18, 2019	$174M	$174M	3	2	1	n/a	n/a
2017	Jan 12, 2018	$213M	$213M	3	2	1	n/a	n/a
2016	Jan 18, 2017	$182M	$182M	3	2	n/a	n/a	n/a
2015	Jan 11, 2016	$179M	$179M	3	2	n/a	n/a	n/a
2014	Jan 6, 2015	$176M	$176M	3	2	n/a	n/a	n/a
2013	Jan 16, 2014	$175M	$175M	3	2	n/a	n/a	n/a
2012	Jan 4, 2013	$150M	$150M	3	2	n/a	n/a	n/a
2011	Jan 6, 2012	$185M	$185M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$272M	$253M	7.4%	$379M	-10.5%	4	4	0	0

Relationships

Controls (1)

← SCHOENWALD, DAVID JAYOwnerCHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
Jan 6, 2012 to Mar 1, 2024factForm ADV

Owns (2)

← ROSENBLITH, MURRAY DAVIDOwnerVICE PRESIDENT/ ASST. COMPLIANCE OFFICER, ownership code NA, individual
Jan 6, 2012 to Mar 1, 2024factForm ADV
← DON ANGELO, KATHLEENOwnerSECRETARY, ownership code NA, individual
May 22, 2023 to Mar 1, 2024factForm ADV

Dated events

Occurred
Mar 22, 2021
Regulatory AUM changed
Accrued Equities Inc. reported RAUM $427.8M, up 82% from $234.5M (2020-02-14 to 2021-03-22)
Form ADVobserved 6 days ago
$193M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2737f2d5-f0bf-b980-a30a-526bf2be48b8
First observed: Jan 6, 2012
Last observed: Mar 10, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ACCRUED EQUITIES INC.

CRD 13452

MELVILLE, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2737f2d5-f0bf-b980-a30a-526bf2be48b8

Data as of Mar 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:29 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

SCHOENWALD, DAVID JAY

CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER

yes

01/1981

Jan 6, 2012

Mar 1, 2024

DON ANGELO, KATHLEEN

Secretary

02/2023

May 22, 2023

Mar 1, 2024

ROSENBLITH, MURRAY DAVID

VICE PRESIDENT/ ASST. COMPLIANCE OFFICER

02/2023

Jan 6, 2012

Mar 1, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 10, 2026

$272M

n/a

2024

Mar 31, 2025

$253M

n/a

2023

Mar 1, 2024

$326M

n/a

2022

May 22, 2023

$379M

n/a

2021

Mar 18, 2022

$456M

n/a

2020

Mar 22, 2021

$428M

n/a

2019

Feb 14, 2020

$234M

n/a

2018

Jan 18, 2019

$174M

n/a

2017

Jan 12, 2018

$213M

n/a

2016

Jan 18, 2017

$182M

n/a

2015

Jan 11, 2016

$179M

n/a

2014

Jan 6, 2015

$176M

n/a

2013

Jan 16, 2014

$175M

n/a

2012

Jan 4, 2013

$150M

n/a

2011

Jan 6, 2012

$185M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$272M

$253M

7.4%

$379M

-10.5%