Accretive, LLC
Accretive, LLC is an SEC-registered asset manager with $33.3M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Accretive, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 157364, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $33.3M (2026-03-30)
- Firm type
- Asset Manager
- Employees
- 9
- Clients
- 12
- CRD
- 157364
- Ownership
- BRONFMAN, JR., EDGAR, MILES; SHUM, TONY; SHELLEY, ANNE-MARIE, F.; CLINE, J. MICHAEL; WHELAN, DAVID, M.
How much AUM does Accretive, LLC have?
Accretive, LLC reported $33.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Accretive, LLC?
Disclosed owners and executives of Accretive, LLC include BRONFMAN, JR., EDGAR, MILES, SHUM, TONY, SHELLEY, ANNE-MARIE, F., CLINE, J. MICHAEL, WHELAN, DAVID, M.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.