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ACCEL MANAGEMENT CO. L.L.C

PALO ALTO, CA · CRD 331435 · IAPD ↗ · 650-614-4800

$38.03BRegulatory AUM
50Advisory reps
91Employees
0Clients
n/aPlanning clients
83Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

62
April 2026 — ACCEL MANAGEMENT CO. L.L.C grew from 43 to 50 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
October 2024 — ACCEL MANAGEMENT CO. L.L.C (PALO ALTO, CA) is newly SEC-registered with $29.94B RAUM and 44 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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