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| Keyboard |
| Accolade Investment Advisory LLC
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|---|---|
| CRD # | 145635 |
| SEC # | 801-68695 |
| CIK # | |
| AUM | 1,598.5 M (2026-03-17) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 614-816-2694 |
| Address | 8700 Orion Place Columbus, OH 43240-2078 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 39 | 1,598.5 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 39 | 1,598.5 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 39 | 1,598.5 |
| Total | 39 | 1,598.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,598.5 | |
| Total | 39 | 1,598.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Comparable Firms | State | AUM |
|---|---|---|
|
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|
IL | 1,649.9 M |
|
USA Financial Exchange LLC
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|
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|
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|
PA | 1,627.4 M |
|
Eurazeo North America Inc
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|
NY | 1,614.6 M |
|
Blue Owl Alternative Credit Advisors II LLC
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|
NY | 1,596.4 M |
|
Locust Point Capital Inc
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|
FL | 1,583.1 M |
|
ILS Advisory Services LLC
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|
TN | 1,578.8 M |
|
Vercap Management LLC
✚
|
CA | 1,578.4 M |
|
Rex Advisers LLC
✚
|
CT | 1,577.8 M |
|
Alinda Capital Partners Ltd
✚
|
CT | 1,575.6 M |