Accession Partners LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
16
100% high-net-worth
Advisors
1
of 3 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
16
Very LowAverage account size
$0
About
Accession Partners LLC works with accredited and high‑net‑worth investors, trusts, estates, charitable organizations, business entities, and other registered investment advisers, focusing on clients who meet accredited or qualified investor standards. The firm provides portfolio advisement for alternative investments (private credit, real assets, private equity, hedge funds) as well as traditional portfolio analysis and supplemental consulting.
The firm sources alternative opportunities through third‑party platforms, direct deals, and co‑investment channels and applies a proprietary due‑diligence process that combines fundamental and technical analysis with platform materials. Services are delivered primarily on a non‑discretionary basis: the adviser provides recommendations and allocation modeling, relies on fund and custodian valuations for monitoring and billing, and does not maintain custody of client assets or vote proxies on client securities.
What distinguishes the firm from many peers is its small scale and narrow focus on private, illiquid alternative investments rather than broad retail individual services; it does not serve typical non‑high‑net‑worth individual clients. The firm also emphasizes access to private fund and co‑investment opportunities, relies on third‑party valuations for reporting, and does not charge performance‑based fees.
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 as alternative to percentage-based fee; minimum total fee for consulting services is $2,500
$500 per hour for Customized Supplemental Consulting Services; may be reduced at discretion
Account minimum: $2,000,000 Minimum fee: $20,000 annually, billed quarterly in arrears; may be waived or negotiated
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:
-
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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