Accrescent Capital Management LLC

Accrescent Capital Management provides discretionary investment management to individual clients, including both high‑net‑worth and non‑high‑net‑worth individuals, primarily through separately managed accounts. As of December 31, 2025 the firm reported approximately $1.1 million in assets under management across seven client accounts and charges asset‑based management fees while retaining the flexibility to agree to performance‑based arrangements in certain relationships.

The firm combines fundamental, technical and quantitative analysis and pursues a broad set of strategies—buy‑and‑hold, fundamental value, growth, relative‑value, hedging and short‑selling—across capitalization ranges from micro‑ to mega‑cap. It implements these approaches opportunistically using a wide instrument set (equities, ADRs, fixed income, options, futures, derivatives, leveraged and inverse ETFs and occasional illiquid investments), manages accounts on a discretionary basis with daily review and provides quarterly reporting to clients.

Compared with many peers, the firm’s small asset base and limited client count coexist with use of complex, higher‑risk techniques (moderate leverage, short sales, derivatives, relative‑value trading and the potential for performance fees), which is an uncommon combination for firms with modest assets under management. The brochure also discloses use of soft‑dollar research, the potential for side‑letter arrangements granting preferential investor terms, and written trade‑aggregation and allocation procedures intended to address conflicts of interest.