A
$1.1M Total AUM
$1.1M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
14 yrs Firm Age
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- Custodian
- Merrill Lynch ยท Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-29-2012
- Office Locations
- 1
Office Locations
-- Oxnard CA
About Accrescent Capital Management LLC
Accrescent Capital Management LLC is a Oxnard-based RIA. The firm has been operating for 14 years. Managing $1.1M in total assets under management, with 1 advisory representatives. They custody assets with Merrill Lynch and Morgan Stanley.
Team overview
58 AVG AGE
$1.1M AVG AUM / ADVISOR
$157.1K AVG AUM / CLIENT
14.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
Available
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
NATALIE SOFIA MUELLER
Chief Compliance Officer, Chief Investment Officer, Managing Member
- CRD
- #1992470
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,100,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available Equity - OTC:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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