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ACCUMULUS CAPITAL MANAGEMENT, LLC
CRD 160501File 801-74340
APPROVED
Custody
Filing as of Feb 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.74B
Top 25% of cohort (national)
Discretionary AUM
$1.08B
Non-discretionary $663.1M
Clients
7
7 accounts
Employees
10
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Mar 22, 2012
- Principal office
- 110 EAST 59TH STREET, SUITE 2800, NEW YORK, NY, 10022
- Phone
- 212-490-7570
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.74B
- Discretionary AUM
- $1.08B
- Non-discretionary AUM
- $663.1M
- Discretionary accounts
- 3
- Non-discretionary accounts
- 4
- Total accounts
- 7
- AUM per client
- $248.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $658.9M |
| Insurance companies | Fewer than 5 | $4.2M |
| Pooled investment vehicles | 3 | $1.08B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 8 | 10 | increased by2 |
| Mar 1, 2026 | AUM | $1,339,981,069 | $1,740,000,512 | increased by$400,019,443 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 8 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $946,910,049 | $1,339,981,069 | increased by$393,071,020 |
| Mar 1, 2022 | AUM | $867,845,850 | $946,910,049 | increased by$79,064,199 |
| May 1, 2021 | AUM | $798,280,562 | $867,845,850 | increased by$69,565,288 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ACCUMULUS CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ACCUMULUS CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.