Accrescent Capital Management LLC

Accrescent Capital Management provides discretionary investment advisory services primarily to individual clients, including both non‑high‑net‑worth and high‑net‑worth individuals, through separately managed accounts and, at times, pooled investment vehicles. The firm manages client portfolios across a range of securities and instruments, including U.S. and foreign equities, fixed income, ADRs and other instruments.

The firm’s investment process draws on fundamental, technical, quantitative and qualitative analysis and supports multiple styles such as buy‑and‑hold, fundamental value, growth and relative value. It routinely employs derivative instruments, options and futures, and may use short selling, leverage and long inverse ETFs for hedging and opportunistic purposes, while generally managing accounts on a discretionary basis and accommodating client‑imposed restrictions when requested.

Noteworthy distinctions include the firm’s modest scale — it reports approximately $1.7 million in client assets under management — and its disclosed willingness to enter into performance‑based compensation arrangements and side‑letter terms for certain investors, which can affect allocation and reporting practices. The brochure also discloses use of soft‑dollar research arrangements, explicit proxy‑voting procedures, and trade aggregation practices, features that can create different operational and conflict‑of‑interest considerations compared with many small, state‑registered advisers.