SourcingSourcing

ACCELAR, INC.

C39
CRD 314872·SEC 801-121438·SAN JOSE, CA
AUM
$300
<$25M
Est. Revenue
$3
@ 1% on AUM
Est. EBITDA
$0.9
@ 30% margin
Est. Deal Value
$7.2
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ACCELAR, INC.
CRD
314872
SEC file #
801-121438
EIN
—
DBA names
Xoomfi Advisors

Economics

AUM
$300
AUM band
<$25M
AUM trajectory
'22'26
$80K → $300▼ -100%
Client mix
Individuals Other3

Operations

Employees (total)
0
Advisory staff (per ADV)
0
Advisory staff (5-yr trend)
—
Primary office
SAN JOSE CA
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
06/10/2025
ADV-W filed at
—
Website
xoomfi.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Shah, Kumar, Natvarlal
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
Shah, Kumar, Natvarlal
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

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
XOOMFI.COM
Rdap Domain Creation Date
2021-01-07T17:40:05Z
Rdap Firm Age Years
5
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

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 (14)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-07T17:40:05Z
Rdap Domain Last Changed
2026-01-08T10:21:38Z
Rdap Nameservers
Ns11.domaincontrol.comNs12.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
7375464
Trust Company Affiliate
No

People (1)

1
Shah, Kumar, Natvarlal
Direct Owner · 87.5%
7375464