ACCUMULATOR OPERATIONS LLC

RIASEC RegisteredEst. 2026
Total AUM
$148M
Discretionary
$148M
100% of AUM
Avg account
$12.4M
Accounts
12
Employees
29
Advisory reps
2

Firm details

Headquarters
CORAL GABLES, Florida
CRD number
341270
Registered since
April 13, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Accumulator Operations LLC is a private-equity-focused investment manager organized as an LLC and registered with the SEC in 2026. It operates as an adviser and sponsor to pooled investment vehicles, frequently taking GP or managing-member roles rather than acting as a capital allocator. The firm’s client base is institutional, and its advisory mandate centers on portfolio management for pooled funds. The firm’s commercial model relies on a blended fee approach—asset-based management fees plus performance-linked compensation—consistent with typical private equity economics. Regulatory and operating notes in the record indicate the firm does not position itself as an active ESG investor, is not a multi-state adviser, and does not provide pension consulting services. Ownership is recorded as a combination of a domestic entity and an individual.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • MAXIM TEMCHUK

    PartnerCRD 8208585

  • DAVE WAISER

    ManagerCRD 8208593

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CORAL GABLES, FL

MIAMI DADE

Location

CORAL GABLES, FL

Headquartered in CORAL GABLES, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
255 Giralda Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth