SourcingSourcing

ACCRUED EQUITIES INC.

B55
CRD 13452·SEC 801-15504·MELVILLE, NY
AUM
$271.8M
$100M-$500M
Est. Revenue
$2.7M
@ 1% on AUM
Est. EBITDA
$815K
@ 30% margin
Est. Deal Value
$6.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ACCRUED EQUITIES INC.
CRD
13452
SEC file #
801-15504
EIN
—
DBA names
—

Economics

AUM
$271.8M
AUM band
$100M-$500M
AUM trajectory
'20'26
$174.3M → $271.8M▲ +56%
Client mix
Investment Companies1

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
2 advisors → 3 advisors▲ +50%
Primary office
MELVILLE NY
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companies
Fee basis
% of AUM

Filings

Latest ADV filing
03/10/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SCHOENWALD, DAVID JAY
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
SCHOENWALD, DAVID JAY
DON ANGELO, KATHLEEN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
4
Bc Firm Active IA Count
0
Bc Firm IAR Count
4
Custodian Candidates
Full
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
1128276
Trust Company Affiliate
No

People (4)

4
SCHOENWALD, DAVID JAY
IAR · Direct Owner · 87.5%
1128276
DON ANGELO, KATHLEEN
IAR · Executive Officer · 2.5%
7385896
ROSENBLITH, MURRAY DAVID
IAR · Executive Officer · 2.5%
5721773
Marisa Censi
IAR
8053553