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ACCOLADE PARTNERS
Legal name: ACCOLADE CAPITAL MANAGEMENT LLC
CRD 160802File 801-74190
APPROVED
Custody
Filing as of Jul 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$9.34B
Top 10% of cohort (national)
Discretionary AUM
$9.34B
Clients
66
66 accounts
Employees
18
Top 25% of cohort in DC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Mar 5, 2012
- Principal office
- 2100 PENNSYLVANIA AVE NW, SUITE 300N, WASHINGTON, DC, 20037
- Phone
- 202-775-5595
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $9.34B
- Discretionary AUM
- $9.34B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 66
- Non-discretionary accounts
- 0
- Total accounts
- 66
- AUM per client
- $141.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 66 | $9.34B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — CARRIED INTEREST PAID TO THE GENERAL PARTNER
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- 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 |
|---|---|---|---|---|
| May 1, 2026 | Clients | 65 | 66 | increased by1 |
| May 1, 2026 | AUM | $9,004,590,921 | $9,336,808,651 | increased by$332,217,730 |
| May 1, 2026 | Accounts | 65 | 66 | increased by1 |
| Apr 1, 2026 | Employees | 20 | 18 | decreased by2 |
| Apr 1, 2026 | Clients | 58 | 65 | increased by7 |
| Apr 1, 2026 | AUM | $7,063,162,503 | $9,004,590,921 | increased by$1,941,428,418 |
| Apr 1, 2026 | Accounts | 58 | 65 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 16 | 20 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 37 | 58 | increased by21 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,363,721,408 | $7,063,162,503 | increased by$2,699,441,095 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 37 | 58 | increased by21 |
| Apr 1, 2022 | Employees | 11 | 16 | increased by5 |
| Apr 1, 2022 | Clients | 28 | 37 | increased by9 |
| Apr 1, 2022 | AUM | $2,691,568,541 | $4,363,721,408 | increased by$1,672,152,867 |
| Apr 1, 2022 | Accounts | 28 | 37 | increased by9 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ACCOLADE PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ACCOLADE PARTNERS” 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.