Accession Partners LLC

Overview

Accession Partners LLC operates as a small, owner-managed advisory firm that functions primarily as a capital allocator and manager selector. The firm’s stated advisory activity centers on the selection of other advisers—meaning its core competency is allocating client capital to third-party managers rather than running a large internal product lineup. Its client base spans high-net-worth individuals and families as well as institutional relationships, and the firm uses fee arrangements including hourly and fixed fees in addition to other, unspecified fee structures. Accession Partners does not identify as an active ESG investor and is not designated as a multistate adviser. Investment emphasis is on accessing external alternative managers across multiple strategies while using mutual funds for liquid public market exposure. Given the allocation mix, the firm appears focused on crafting diversified portfolios that combine illiquid private-market positions with more liquid mutual fund holdings for tactical or core public equity/bond exposure.

Assets & Accounts

Investments & Alternatives

Location & Offices