← Tributary

ACCEL-KKR

MENLO PARK, CA · CRD 156498 · IAPD ↗ · 650-289-2460

$23.81BRegulatory AUM
79Advisory reps
117Employees
0Clients
n/aPlanning clients
32Private funds
4States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

32
September 2026 — ACCEL-KKR notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
September 2026 — ACCEL-KKR added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2026 — ACCEL-KKR grew from 73 to 79 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
32
April 2024 — ACCEL-KKR notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2024 — ACCEL-KKR grew from 65 to 71 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.