{ "crd_number": 160802, "slug": "accolade-partners-washington-dc-160802", "primary_business_name": "ACCOLADE PARTNERS", "legal_name": "ACCOLADE CAPITAL MANAGEMENT LLC", "dbas": [], "city": "Washington", "state": "DC", "country": "United States", "cbsa_code": "47900", "metro": { "cbsa_code": "47900", "common_name": "Washington", "msa_name": "Washington-Arlington-Alexandria, DC-VA-MD-WV", "path": "/advisors/dc/washington" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2012-03-05", "years_registered": 14, "period": "2026-10-01", "filing_date": "2026-07-23", "carried_forward": false, "raum_total": 9336808651.0, "raum_discretionary": 9336808651.0, "raum_non_discretionary": 0.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 18, "advisory_employees": 11, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 9336808651.0, "count": 66 } }, "compensation_types": [ "other", "percentage_of_aum" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "DC" ], "websites": [ "https://accoladepartners.com", "https://linkedin.com/company/accolade-partners/mycompany", "https://medium.com/@AccoladePrtnrs", "https://twitter.com/ACCOLADEPRTNRS?LANG=EN" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/160802", "city_as_filed": "WASHINGTON", "url": "https://advisorcensus.com/firm/accolade-partners-washington-dc-160802", "display_name": "Accolade Partners", "summary": "Accolade Partners is an SEC-registered investment advisory firm in Washington, DC, registered since 2012, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated July 23, 2026.", "citation": "AdvisorCensus. Accolade Partners (CRD 160802): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Other" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Accolade Partners compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Accolade Partners reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Accolade Partners located?", "a": "Accolade Partners' principal office is in Washington, DC, according to its Form ADV." }, { "q": "Is Accolade Partners registered with the SEC or a state?", "a": "Accolade Partners is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 160802." }, { "q": "How much does Accolade Partners manage?", "a": "Accolade Partners reports $9,336,808,651 in regulatory assets under management in its Form ADV filing dated July 23, 2026 (100% discretionary)." }, { "q": "How have Accolade Partners' assets and staff changed since 2021?", "a": "In the Form ADV data for Accolade Partners: Regulatory assets under management: $2,691,568,541 in the October 2021 data and $9,336,808,651 in the October 2026 data, up 247%. Total employees: 11 in October 2021 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Accolade Partners serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (66)." }, { "q": "Does Accolade Partners report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/160802" }, { "q": "What changed in Accolade Partners' recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 13 to 11. Regulatory assets under management went from $7,063,162,503 to $9,004,590,921 (+27%)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 2691568541.0, "total_employees": 11, "filing_date": "2021-03-29" }, { "period": "2022-10-01", "regulatory_assets_under_management": 4363721408.0, "total_employees": 16, "filing_date": "2022-09-13" }, { "period": "2023-10-01", "regulatory_assets_under_management": 5840935030.0, "total_employees": 17, "filing_date": "2023-06-30" }, { "period": "2024-10-01", "regulatory_assets_under_management": 6326781144.0, "total_employees": 16, "filing_date": "2024-06-26" }, { "period": "2025-10-01", "regulatory_assets_under_management": 7063162503.0, "total_employees": 20, "filing_date": "2025-06-30" }, { "period": "2026-10-01", "regulatory_assets_under_management": 9336808651.0, "total_employees": 18, "filing_date": "2026-07-23" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 13 to 11.", "Regulatory assets under management went from $7,063,162,503 to $9,004,590,921 (+27%)." ] }, { "period": "2026-01-01", "period_label": "January 2026", "notes": [ "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/accolade-partners-washington-dc-160802.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 66, "fewer_than_5": false, "raum": 9336808651.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/160802", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }