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ACCUMULUS CAPITAL MANAGEMENT, LLC
CRD 160501File 801-74340
APPROVED
Custody
Filing as of Feb 26, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.