Accession Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$0
Clients
16
Advisors
1
of 3 employees
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
Expertise
Occupation focus
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
Boulder CO
Advisors at this office
1
Most active in
Colorado · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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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