Accumulus Capital Management provides investment advice to private investment funds and manages individual accounts. The firm decides which securities to buy and sell, makes decisions about leverage and hedging, and monitors client investments. Accumulus specializes in achieving long-term returns by investing in a diversified portfolio of non-traditional investments.
Assets Under Management$1.7B
Clients7
AdvisorsN/A
Avg. per Client$250M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Accumulus Capital Management's fees for managed accounts are negotiable. The firm also manages private investment funds, and the fees vary depending on the fund and share class. For one fund, the annual rate charged to investors for certain share classes is 0.75% and 0.50%, while all other investor share classes are charged 1%.
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