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ACCOLADE PARTNERS

WASHINGTON, DC · CRD 160802 · IAPD ↗ · 202-775-5595

$9.34BRegulatory AUM
11Advisory reps
18Employees
0Clients
0Planning clients
66Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
April 2026 — ACCOLADE PARTNERS reported RAUM up 27% ($7.06B -> $9.00B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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