Accel-Kkr
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Overview
Accel-Kkr is a financial advisor company that has its headquarters in Menlo Park, California. Accel-Kkr controls $19.1 billion in total assets over 24 accounts, placing it among the biggest firms in the country by assets under management (AUM). The firm has an average-sized team, including 65 financial advisors. Accel-Kkr does not act as a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer company to do so. Securities are exchangable financial investments like options, stocks and bonds.
Accel-Kkr manages all of its accounts on a discretionary basis. Discretionary management signifies that a portfolio manager makes transaction judgments without requiring the customer's authorization. The advisory firm administers an average of $796.2 million for each customer account. The average financial advisor at Accel-Kkr manages fewer than one client account, placing it among the most individualized advisor firms in the country.
Accel-Kkr's headquarters is located at 2180 Sand Hill Road, Suite 300, Menlo Park, California 94025. The firm is legally permitted to provide services to customers across a number of states, including California and Georgia.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Accel-Kkr by the Numbers
$19.1 billion
90
24
$796.2 million
Fee Structure
Fees for financial advice largely vary depending on which service is offered. However, fees billed by Accel-Kkr likely include the following fee types: asset-based or performance-based. Accel-Kkr does not provide a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It provides services to pooled investment vehicles. Out of its 24 clients, Accel-Kkr's biggest client group by number of accounts is pooled investment vehicles. Around 25% of the firm's accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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