{ "crd_number": 160501, "slug": "accumulus-capital-management-llc-new-york-ny-160501", "primary_business_name": "ACCUMULUS CAPITAL MANAGEMENT, LLC", "legal_name": "ACCUMULUS CAPITAL MANAGEMENT, LLC", "dbas": [], "city": "New York", "state": "NY", "country": "United States", "cbsa_code": "35620", "metro": { "cbsa_code": "35620", "common_name": "New York", "msa_name": "New York-Newark-Jersey City, NY-NJ", "path": "/advisors/ny/new-york" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2012-03-22", "years_registered": 14, "period": "2026-10-01", "filing_date": "2026-02-26", "carried_forward": false, "raum_total": 1740000512.0, "raum_discretionary": 1076893637.0, "raum_non_discretionary": 663106875.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 10, "advisory_employees": 7, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "insurance_companies": { "raum": 4242400.0, "count": 1, "fewer_than_5": true }, "pooled_investment_vehicles": { "raum": 1076893637.0, "count": 3 }, "corporations_other_businesses": { "raum": 658864475.0, "count": 3, "fewer_than_5": true } }, "compensation_types": [ "fixed", "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_businesses_institutional", "portfolio_management_individuals", "portfolio_management_pooled_vehicles", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "NY" ], "websites": [ "https://accumuluscapital.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/160501", "city_as_filed": "NEW YORK", "url": "https://advisorcensus.com/firm/accumulus-capital-management-llc-new-york-ny-160501", "display_name": "Accumulus Capital Management, LLC", "summary": "Accumulus Capital Management, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated February 26, 2026.", "citation": "AdvisorCensus. Accumulus Capital Management, LLC (CRD 160501): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Fixed fees (other than subscription fees)", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for individuals and/or small businesses", "Portfolio management for pooled investment vehicles (other than investment companies)", "Portfolio management for businesses (other than small businesses) or institutional clients", "Selection of other advisers (including private fund managers)" ], "quick_answers": [ { "q": "How is Accumulus Capital Management, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Accumulus Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Accumulus Capital Management, LLC located?", "a": "Accumulus Capital Management, LLC's principal office is in New York, NY, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F)." }, { "q": "Is Accumulus Capital Management, LLC registered with the SEC or a state?", "a": "Accumulus Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 160501." }, { "q": "How much does Accumulus Capital Management, LLC manage?", "a": "Accumulus Capital Management, LLC reports $1,740,000,512 in regulatory assets under management in its Form ADV filing dated February 26, 2026 (62% discretionary)." }, { "q": "How have Accumulus Capital Management, LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Accumulus Capital Management, LLC: Regulatory assets under management: $867,845,850 in the October 2021 data and $1,740,000,512 in the October 2026 data, up 100%. Total employees: 5 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Accumulus Capital Management, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3); corporations or other businesses not listed above (3); insurance companies (1)." }, { "q": "Which custodians does Accumulus Capital Management, LLC use?", "a": "Accumulus Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Privatbank Ihag Zurich AG as a custodian holding 10% or more of its separately managed account assets." }, { "q": "Does Accumulus Capital Management, LLC 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/160501" }, { "q": "What changed in Accumulus Capital Management, LLC's recent Form ADV filings?", "a": "In the March 2026 filing data: Regulatory assets under management went from $1,339,981,069 to $1,740,000,512 (+30%). Employees performing advisory functions went from 5 to 7. Added an office in Hamburg." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 867845850.0, "total_employees": 5, "filing_date": "2021-04-21" }, { "period": "2022-10-01", "regulatory_assets_under_management": 946910049.0, "total_employees": 5, "filing_date": "2022-02-17" }, { "period": "2023-10-01", "regulatory_assets_under_management": 1093129662.0, "total_employees": 7, "filing_date": "2023-03-23" }, { "period": "2024-10-01", "regulatory_assets_under_management": 1139314321.0, "total_employees": 8, "filing_date": "2024-03-18" }, { "period": "2025-10-01", "regulatory_assets_under_management": 1339981069.0, "total_employees": 8, "filing_date": "2025-07-24" }, { "period": "2026-10-01", "regulatory_assets_under_management": 1740000512.0, "total_employees": 10, "filing_date": "2026-02-26" } ], "recent_changes": [ { "period": "2026-03-01", "period_label": "March 2026", "notes": [ "Regulatory assets under management went from $1,339,981,069 to $1,740,000,512 (+30%).", "Employees performing advisory functions went from 5 to 7.", "Added an office in Hamburg." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "Privatbank Ihag Zurich AG", "name_as_filed": "PRIVATBANK IHAG ZURICH AG", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/accumulus-capital-management-llc-new-york-ny-160501.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 3, "fewer_than_5": false, "raum": 1076893637.0 }, { "type": "insurance_companies", "label": "Insurance companies", "count": 1, "fewer_than_5": true, "raum": 4242400.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 3, "fewer_than_5": true, "raum": 658864475.0 } ], "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/160501", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }