Accession Partners LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
16
100% high-net worth
Total advisors
1
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
16
Average account size
$0
About
Accession Partners provides non‑discretionary investment advisement and consulting primarily to accredited and other qualified investors, including high‑net‑worth individuals, families, trusts, and business entities. The firm focuses on access to alternative investments—private credit, private equity, real assets, and other private funds—while also offering select traditional portfolio advisement and one‑time supplemental consulting.
The firm’s approach centers on client‑specific suitability and monitoring: recommendations are made based on each client’s financial situation, objectives, and risk tolerance, with periodic reviews and account monitoring. Investment selection combines third‑party due diligence from platform partners (including reports available through iCapital and CAIS/Mercer) with an internal proprietary screening process, and clients may choose custody arrangements ranging from qualified custodians to fund‑level custody for direct investments.
Noteworthy aspects include the firm’s small, consultative practice model and its historical absence of discretionary assets under management, which aligns it more with advisory and access services than with traditional discretionary portfolio managers. Accession Partners limits engagements to accredited or otherwise qualified investors, offers direct investment options that may bypass custodian intermediaries, does not charge performance‑based fees itself, and does not provide proxy‑voting services.
Client services
Selection of other advisers
Portfolio advisement and consulting services for high net-worth individuals and their families/businesses
Portfolio advisement and consulting services for high net-worth individuals and their families/businesses
Expertise
Private / alternative investments
Real estate investing
Occupation focus
Founder/Business Owner
Fee options
Annual flat rate fee may be offered in place of percentage of assets under advisement fees, negotiable on a client-by-client basis; minimum total fee for Customized Supplemental Consulting Services is $2,000
$500 per hour for Customized Supplemental Consulting Services, negotiable and may be reduced at adviser discretion
Account minimum: $500,000 (may be lowered to $250,000 on a client-by-client basis) Minimum fee: Minimum annual fee of $15,000, billed quarterly in arrears, negotiable on a client-by-client basis Fee-only: Portfolio Advisement Services fees range between 0.25% and 1% annually (percentage of assets under advisement) and an hourly fee of $500 for Customized Supplemental Consulting Services
Main office location
Accession Partners LLC
Boulder CO, United States
Number of offices
1
Most active in
Accession Partners LLC has reported serving >5 clients in these states in the last 12 months.
Colorado · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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