DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
A••••••• P•••••••
Asset manager (funds and pooled vehicles)Washington, District of ColumbiaCRD 160802SEC 801-74190websiteIAPD
Legal name A••••••• C•••••• M••••••••• L••
Latest filing Jul 23, 2026
First filing on the tape Feb 15, 2012 · 36 filings
SEC status approved since Mar 5, 2012
RAUM
$9.3B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
18
11 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
66
reported on Schedule D
History
36 filings and snapshots on the tape
RAUM$9.3B as of Jul 23, 2026
Apr 1, 2013$391M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 23, 2026
Apr 1, 20130 then
Employees (5.A)18 as of Jul 23, 2026
Apr 1, 20135 then
Private funds66 as of Jul 23, 2026
Apr 1, 20134 then
RAUM +32% over the last fiscal year+17% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jul 23, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $141MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +32%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- yesreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$9.3B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 66reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
55 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| A••••••• P••••••• I•• L••• | Other Private Fund | $501M | 378 | Mar 28, 2023 |
| A••••••• P••••••• V•• L••• | Other Private Fund | $490M | 169 | Mar 31, 2017 |
| A••••••• P••••••• V••• L••• | Other Private Fund | $459M | 234 | Mar 27, 2019 |
| A••••••• P••••••• V•••• L••• | Other Private Fund | $439M | 309 | Mar 29, 2021 |
| A••••••• P••••••• V• L••• | Other Private Fund | $394M | 144 | Mar 30, 2015 |
| A••••••• P••••••• G••••• I• L••• | Other Private Fund | $358M | 100 | Mar 27, 2019 |
| A••••••• B••••••••• A••••• F••• I• L••• | Other Private Fund | $328M | 1,200 | Mar 28, 2023 |
| A••••••• E••••••••• F••• I•• L••• | Other Private Fund | $322M | 64 | Mar 28, 2023 |
| A••••••• P••••••• G••••• I••• L••• | Other Private Fund | $292M | 372 | Mar 28, 2023 |
| A••••••• P••••••• G••••• I•• L••• | Other Private Fund | $248M | 200 | Mar 29, 2021 |
| A••••••• P••••••• B••••••••• I•• L••• | Other Private Fund | $221M | 183 | Mar 29, 2022 |
| A••••••• E••••••••• F•••• L••• | Other Private Fund | $192M | 5 | Mar 29, 2022 |
| A••••••• P••••••• I•• L••• | Other Private Fund | $183M | 105 | Apr 1, 2013 |
| A••••••• P••••••• G••••• I••• M•••••• L••• | Other Private Fund | $172M | 53 | Mar 29, 2021 |
| A••••••• P••••••• B••••••••• I• L••• | Other Private Fund | $145M | 265 | Mar 29, 2021 |
| A••••••• P••••••• I••• L••• | Other Private Fund | $141M | 74 | Feb 15, 2012 |
| A••••••• P••••••• B••••••••• I• S•••••• L••• | Other Private Fund | $139M | 163 | Mar 29, 2022 |
| A••••••• P••••••• V•••••• I• L••• | Other Private Fund | $104M | 195 | Mar 28, 2023 |
| A••••••• P••••••• V•••••• L••• | Other Private Fund | $92.2M | 61 | Mar 29, 2022 |
| A••••••• P••••••• D•••••• E••••••••• L••• | Other Private Fund | $73.0M | 163 | Mar 28, 2023 |
| A••••••• P••••••• B••••••••• I•• V••••••• L••• | Other Private Fund | $72.1M | 128 | Mar 28, 2023 |
| A••••••• P••••••• V•••••• L••• | Other Private Fund | $67.0M | 74 | Mar 28, 2023 |
| A••••••• P••••••• B••••••••• I•• S•••• L••• | Other Private Fund | $66.9M | 128 | Mar 28, 2023 |
| A••••••• P••••••• V•••••• L••• | Other Private Fund | $66.6M | 226 | Mar 29, 2022 |
| A••••••• P••••••• G••••• I••• L••• | Other Private Fund | $64.6M | 81 | Mar 25, 2020 |
| A••••••• P••••••• C• I• L••• | Other Private Fund | $64.1M | 14 | Mar 28, 2023 |
| A••••••• P••••••• W• L••• L••• | Other Private Fund | $58.6M | 2 | Mar 29, 2021 |
| A••••••• P••••••• B••••••••• I•••• L••• | Other Private Fund | $53.0M | 144 | Mar 28, 2023 |
| A••••••• P••••••• V•••••• L••• | Other Private Fund | $51.9M | 32 | Mar 29, 2022 |
| A••••••• P••••••• I•• L••• | Other Private Fund | $39.0M | 25 | Feb 15, 2012 |
| A••••••• P••••••• V••••• L••• | Other Private Fund | $32.9M | 51 | Mar 25, 2020 |
| A••••••• P••••••• V••••••• L••• | Other Private Fund | $30.7M | 2 | Mar 28, 2023 |
| A••••••• P••••••• V•••••• L••• | Other Private Fund | $29.2M | 41 | Mar 29, 2022 |
| A••••••• P••••••• D• L••• | Other Private Fund | $27.6M | 75 | Mar 29, 2021 |
| A••••••• P••••••• V•••• L••• | Other Private Fund | $27.0M | 33 | Mar 29, 2018 |
| A••••••• P••••••• B••••••••• I•••• L••• | Other Private Fund | $25.5M | 57 | Mar 29, 2022 |
| A••••••• P••••••• C• L••• | Other Private Fund | $24.1M | 35 | Mar 25, 2020 |
| A••••••• P••••••• V••••• L••• | Other Private Fund | $23.1M | 60 | Mar 29, 2021 |
| A••••••• P••••••• G• L••• | Other Private Fund | $19.3M | 31 | Mar 28, 2023 |
| A••••••• P••••••• V•••••• L••• | Other Private Fund | $19.2M | 67 | Mar 22, 2024 |
Owners and control persons
Schedule A and B, latest filing
- K•••••• J•••••• M•••• · Managing Membercontrolsince 02/2000 · owns 75% or more
- S••••••••• A•••••• W••••• · Chief Operating Officercontrolsince 01/2012 · owns less than 5%
- M•••••••• C••••••• M••••••• · Chief Compliance Officersince 02/2022 · owns less than 5%
- R•••••• A•••• K•••• · Managing Partnersince 12/2022 · owns less than 5%
Related persons
Schedule D 7.A
- A••••••• A••••••••• B••••••••• A••••• I• L••investment adviserpooled vehicle sponsorn
- A••••••• A••••••••• B••••••••• I• L••investment adviserpooled vehicle sponsorn
- A••••••• A••••••••• B••••••••• I• L••investment adviserpooled vehicle sponsorn
- A••••••• A••••••••• B••••••••• I• S••••• L••investment adviserpooled vehicle sponsorn
- A••••••• A••••••••• B••••••••• I•• S••• L••investment adviserpooled vehicle sponsorn
- A••••••• A••••••••• B••••••••• I•• V•••••• L••investment adviserpooled vehicle sponsorn
- A••••••• A••••••••• C• I• L••investment adviserpooled vehicle sponsorn
- A••••••• A••••••••• D•••••• E•••••••• L••investment adviserpooled vehicle sponsorn
- A••••••• A••••••••• E• I• L••investment adviserpooled vehicle sponsorn
- A••••••• A••••••••• E• L••investment adviserbankpooled vehicle sponsorn
- A••••••• A••••••••• I• L••investment adviserpooled vehicle sponsorn
- A••••••• A••••••••• I•• L••investment adviserbankpooled vehicle sponsorn
- A••••••• A••••••••• I• L••investment adviserpooled vehicle sponsorn
- A••••••• A••••••••• I• L••investment adviserpooled vehicle sponsorn
- A••••••• A••••••••• V• L••investment adviserbankpooled vehicle sponsorn
- A••••••• A••••••••• V•••••• I• L••investment adviserpooled vehicle sponsorn
- A••••••• A••••••••• V• L••investment adviserbankpooled vehicle sponsorn
- A••••••• A••••••••• V•• L••investment adviserbankpooled vehicle sponsorn
- A••••••• A••••••••• V••• L••investment adviserbankpooled vehicle sponsorn
- A••••••• A••••••••• V••••• L••investment adviserpooled vehicle sponsorn
- A••••••• A••••••••• W• L•• L••investment adviserbankpooled vehicle sponsorn
- A••••••• G••••• A••••••••• I• L••investment adviserbankpooled vehicle sponsorn
- A••••••• G••••• A••••••••• I• L••investment adviserpooled vehicle sponsorn
- A••••••• G••••• A••••••••• I••• L••investment adviserpooled vehicle sponsorn
- A••••••• G••••• A••••••••• I•• L••investment adviserpooled vehicle sponsorn
- A••••••• I••••••••• A••••••••• A• L••investment adviserpooled vehicle sponsorn
- A••••••• I••••••••• A••••••••• B• L••investment adviserpooled vehicle sponsorn
- A••••••• I••••••••• A••••••••• B••••••••• I••• L••investment adviserpooled vehicle sponsorn
- A••••••• I••••••••• A••••••••• B••••••••• I••• L••investment adviserpooled vehicle sponsorn
- A••••••• I••••••••• A••••••••• C• L••investment adviserpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 65 to 66Mar 26, 2026 to Apr 30, 2026
- Pooled vehicle clients · 65 to 66Mar 26, 2026 to Apr 30, 2026
- Private funds · 65 to 66Mar 26, 2026 to Apr 30, 2026
- Discretionary RAUM · $9.0B to $9.3BMar 26, 2026 to Apr 30, 2026
- Pooled vehicle RAUM · $9.0B to $9.3BMar 26, 2026 to Apr 30, 2026
- RAUM · $9.0B to $9.3BMar 26, 2026 to Apr 30, 2026
- Accounts · 58 to 65Dec 15, 2025 to Mar 26, 2026
- Advisory employees · 13 to 11Dec 15, 2025 to Mar 26, 2026
- Pooled vehicle clients · 58 to 65Dec 15, 2025 to Mar 26, 2026
- Employees · 20 to 18Dec 15, 2025 to Mar 26, 2026
- Private funds · 57 to 65Dec 15, 2025 to Mar 26, 2026
- Discretionary RAUM · $7.1B to $9.0BDec 15, 2025 to Mar 26, 2026
- Pooled vehicle RAUM · $7.1B to $9.0BDec 15, 2025 to Mar 26, 2026
- RAUM · $7.1B to $9.0BDec 15, 2025 to Mar 26, 2026
- Financial planning clients · 0 to 0Jun 30, 2025 to Aug 25, 2025
- Accounts · 54 to 58Jun 26, 2024 to Mar 28, 2025
- Advisory employees · 11 to 13Jun 26, 2024 to Mar 28, 2025
- Pooled vehicle clients · 54 to 58Jun 26, 2024 to Mar 28, 2025
- Employees · 16 to 20Jun 26, 2024 to Mar 28, 2025
- Private funds · 54 to 57Jun 26, 2024 to Mar 28, 2025
- Discretionary RAUM · $6.3B to $7.1BJun 26, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $6.3B to $7.1BJun 26, 2024 to Mar 28, 2025
- RAUM · $6.3B to $7.1BJun 26, 2024 to Mar 28, 2025
- Accounts · 53 to 54Jun 30, 2023 to Mar 22, 2024
- Pooled vehicle clients · 53 to 54Jun 30, 2023 to Mar 22, 2024
- Employees · 17 to 16Jun 30, 2023 to Mar 22, 2024
- Private funds · 53 to 54Jun 30, 2023 to Mar 22, 2024
- Discretionary RAUM · $5.8B to $6.3BJun 30, 2023 to Mar 22, 2024
- Pooled vehicle RAUM · $5.8B to $6.3BJun 30, 2023 to Mar 22, 2024
- RAUM · $5.8B to $6.3BJun 30, 2023 to Mar 22, 2024
- Legal name · A••••••• CAPITAL MANAGEMENT, LLC to A••••••• C•••••• M••••••••• L••Mar 28, 2023 to Apr 24, 2023
- Accounts · 37 to 53Sep 13, 2022 to Mar 28, 2023
- Pooled vehicle clients · 37 to 53Sep 13, 2022 to Mar 28, 2023
- Employees · 16 to 17Sep 13, 2022 to Mar 28, 2023
- Private funds · 39 to 53Sep 13, 2022 to Mar 28, 2023
- Discretionary RAUM · $4.4B to $5.8BSep 13, 2022 to Mar 28, 2023
- Pooled vehicle RAUM · $4.4B to $5.8BSep 13, 2022 to Mar 28, 2023
- RAUM · $4.4B to $5.8BSep 13, 2022 to Mar 28, 2023
- Accounts · 28 to 37Nov 8, 2021 to Mar 29, 2022
- Advisory employees · 7 to 11Nov 8, 2021 to Mar 29, 2022
Signals
6 dated events
- A••••••• P••••••• reported RAUM $9.0B, up 27% from $7.1B (2025-12-15 to 2026-03-26)Mar 26, 2026 · RAUM change · derived
- A••••••• P••••••• reported RAUM $5.8B, up 34% from $4.4B (2022-09-13 to 2023-03-28)Mar 28, 2023 · RAUM change · derived
- A••••••• P••••••• reported RAUM $4.4B, up 62% from $2.7B (2021-11-08 to 2022-03-29)Mar 29, 2022 · RAUM change · derived
- A••••••• P••••••• reported RAUM $2.7B, up 58% from $1.7B (2020-08-17 to 2021-03-29)Mar 29, 2021 · RAUM change · derived
- A••••••• P••••••• reported RAUM $1.4B, up 53% from $932.6M (2018-05-08 to 2019-03-27)Mar 27, 2019 · RAUM change · derived
- A••••••• P••••••• reported RAUM $932.6M, up 27% from $735.1M (2017-03-31 to 2018-03-29)Mar 29, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- A••••••• P••••••• · Independent Sponsorsshared crd · capital_provider
- A••••••• P••••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/accolade-partners/mycompanyreportedpublic record, Form ADV, Sep 18, 2026
- Website
- A•••••••PARTNERS.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 202-775-5595reportedpublic record, Form ADV, Jul 23, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026