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Accretive Wealth Management, LLC

Private fund marketer or placement agent · 5 private funds on SEC Form ADV

Advisers' Form ADV filings name Accretive Wealth Management, LLC as marketer or placement agent to 5 private funds. It ranks No. 593 of 775 marketers and placement agents by number of private funds served.

Rankings

Funds served, by type

  • Other private funds5

Where its clients are

State of the funds' U.S. advisers.

  • New York5

Where the funds are organized

  • United States5

Private funds that name Accretive Wealth Management, LLC (1 listed here)

Fund
Gross assets
Minimum
Owners
Adviser
Icapital-Blue Owl Opportunistic Lending Access Fund, L.P.
Delaware, United StatesPrivate fund
Gross assets$59.6M
Minimum$100K
Owners173
AdviserIcapital Advisors, LLC

4 more funds name Accretive Wealth Management, LLC: feeder funds, single-deal vehicles and funds listed from Form D, shown on their own or their adviser's pages.

Names as filed

Accretive Wealth Management, LLC

From SEC filings, not verified. Counts are the number of private funds whose adviser names the firm in that role on Form ADV (Schedule D, Section 7.B.(1)), in the SEC's public Form ADV data through filings made by Dec 26, 2024. A fund can name several firms in the same role. Names are grouped automatically (spelling variants and, for the largest firms, their affiliated entities), which can be incomplete. Rankings count funds only; they do not reflect quality, assets served or fees, and are not a recommendation. Corrections: hello@altmountain.com.