SourcingSourcing

ACCEL MANAGEMENT CO. L.L.C

C25
CRD 331435·SEC 801-131163·PALO ALTO, CA
AUM
$38.03B
$1B+
Est. Revenue
$380.3M
@ 1% on AUM
Est. EBITDA
$114.1M
@ 30% margin
Est. Deal Value
$912.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ACCEL MANAGEMENT CO. L.L.C
CRD
331435
SEC file #
801-131163
EIN
—
DBA names
—

Economics

AUM
$38.03B
AUM band
$1B+
AUM trajectory
'25'26
$31.06B → $38.03B▲ +22%
Client mix
Pooled Investment Vehicles83

Operations

Employees (total)
91
Advisory staff (per ADV)
50
Advisory staff (5-yr trend)
'25'26
43 advisors → 50 advisors▲ +16%
Primary office
PALO ALTO CA
Branches
—

Custodian & Brokerage

Primary custodian
BNY Mellonlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
twitter.com/accel(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ACCEL MANAGEMENT CO. (A) L.L.C.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
9
Control Persons
ACCEL MANAGEMENT CO. (A) L.L.C.
BRACCIA, ANDREW, GAMBLE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:accell.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.639
Soi Zip Pct 200k Plus
0.4541
Soi Zip Returns 200k Plus
3,660
Soi Zip Total AGI
13,227,844
Fdic Zip Total Deposits
231,830,096,000
Fdic Zip Branch Count
422
Fdic Zip Top Banks
Wells Fargo Bank, National Association
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (18)

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
Bny Mellon84
Jpmorgan56
Raymond James12
E*trade4
Fdic Zip Branches Raw
First Interstate Bank of CaliforniaPalo Alto, CA
Union BankPalo Alto, CA
Fdic Zip HHI
3865.87
Fdic Zip Top Bank Share Pct
61.06
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI11,445
Returns1,140
Stub 2
AGI25,188
Returns670
Stub 3
AGI36,610
Returns590
Soi Zip Total Business Income
177,777
Soi Zip Total Cap Gains
4,564,732
Soi Zip Total Dividends
746,426
Soi Zip Total Returns
8,060
Trust Company Affiliate
No

People (8)

8
BRACCIA, ANDREW, GAMBLE
Executive Officer · 2.5%
6402716
GANDHI, SAMEER, KANTI
Executive Officer · 2.5%
2546638
LI, PING, NMN
Executive Officer · 2.5%
2526818
Milner, Joseph, Gerard
Executive Officer · 2.5%
8244775
SALINS, NATASHA, NMN
Executive Officer · 2.5%
3250279
SWEENEY, RYAN, JOSEPH
Executive Officer · 2.5%
3259318
WALTER, DOROTHY, HANNAH
Executive Officer · 2.5%
4990194
WONG, RICHARD, PEIYANG
Executive Officer · 2.5%
6402930