# Accolade Partners

> 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.

- CRD: 160802
- Filed as: ACCOLADE PARTNERS
- Legal name: Accolade Capital Management LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Washington, DC
- Filing period: October 2026
- Form ADV filing dated: July 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/160802
- AdvisorCensus page: https://advisorcensus.com/firm/accolade-partners-washington-dc-160802

## Quick answers

**How is Accolade Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Accolade Partners reports these compensation arrangements: a percentage of assets under its management; other.

**Where is Accolade Partners located?**
Accolade Partners' principal office is in Washington, DC, according to its Form ADV.

**Is Accolade Partners registered with the SEC or a state?**
Accolade Partners is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 160802.

**How much does Accolade Partners manage?**
Accolade Partners reports $9,336,808,651 in regulatory assets under management in its Form ADV filing dated July 23, 2026 (100% discretionary).

**How have Accolade Partners' assets and staff changed since 2021?**
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.

**What types of clients does Accolade Partners serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (66).

**Does Accolade Partners report any disciplinary disclosures?**
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

**What changed in Accolade Partners' recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Regulatory assets under management (Item 5.F)
- Total: $9,336,808,651
- Discretionary: $9,336,808,651
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 66 | $9,336,808,651 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 18 total, 11 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- accoladepartners.com
- medium.com/@AccoladePrtnrs
- LinkedIn @accolade-partners
- X @ACCOLADEPRTNRS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,691,568,541 | 11 | March 29, 2021 |
| October 2022 | $4,363,721,408 | 16 | September 13, 2022 |
| October 2023 | $5,840,935,030 | 17 | June 30, 2023 |
| October 2024 | $6,326,781,144 | 16 | June 26, 2024 |
| October 2025 | $7,063,162,503 | 20 | June 30, 2025 |
| October 2026 | $9,336,808,651 | 18 | July 23, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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%).

### January 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Accolade Partners (CRD 160802): Form ADV filing data as of October 2026.