ACCRETIVE, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 157364
- Registered since
- May 27, 2021
- Website
- www.accretivellc.com
Firm profile
FINTRXOverview
Accretive, LLC is a limited liability company that registered with the SEC in 2021. Filings classify the firm as unclassified and identify its ownership as a combination of a domestic entity and an individual. The adviser does not report multi-state adviser status, does not flag itself as an active ESG investor, and is not listed as a capital allocator in the available data. The firm's disclosed activities emphasize an operator role in pooled vehicles: it serves as sponsor, general partner, and managing member for investment funds. That positioning suggests the business is centered on forming and managing private investment vehicles rather than running a traditional retail advisory practice.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1TONY SHUM
CFOCRD 6653817
Contacts
2 of 2ANNE-MARIE SHELLEY
General CounselCRD 6010266
Pamela Cline
Managing MemberCRD 7988927
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 18 E 50th St
- Time zone
- ET (UTC-5)
- Office locations
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