Accolade Partners

RIASEC RegisteredEst. 2012
Total AUM
$9.3B
Discretionary
$9.3B
100% of AUM
Avg account
$141M
Accounts
66
Employees
18
Advisory reps
3

Firm details

Headquarters
Washington, District of Columbia
CRD number
160802
Registered since
March 5, 2012
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Accolade Partners is organized as a limited liability company and has been SEC-registered since 2012. It operates primarily as an alternative fund provider for institutional clients, serving as a sponsor/GP and as a portfolio manager for pooled investment vehicles. The firm is also identified as a CPO/CTA, and its fee schedule includes percentage-of-AUM charges alongside other fee arrangements. Accolade Partners reports itself as an active ESG investor, indicating that environmental, social or governance considerations factor into its investment activity or manager selection. Its ownership is listed as individual, and the firm's regulatory profile classifies it outside of traditional wirehouse or RIA broker models—positioning it as a specialty fund provider that structures and manages pooled vehicles for institutional allocators.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Andrew Salembier

    Andrew Salembier

    Partner, COOCRD 6019513

Contacts

2 of 2
  • Joelle Kayden

    Joelle Kayden

    Founder & Managing PartnerCRD 1027957

  • Caitlin Mulligan

    Caitlin Mulligan

    Partner, General CounselCRD 7527151

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Washington, DC

District Of Columbia

Location

Washington, DC

Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
District Of Columbia
Address
2100 Pennsylvania Ave Nw
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth