AdFi
AO

ACCUMULATOR OPERATIONS LLC

SEC Registered

Better Than Secondaries

CORAL GABLES, FLhttps://accumulator.co305-813-2420
Assets Under Management
$100M–$500M
Employees
29
Office Locations
1 office
Total Accounts
12

About the firm

Accumulator™ is financial infrastructure powering liquidity in private tech. In a $6T private market where equity can stay locked for years, Accumulator creates the rails that let private shares move long before IPO or exit. Accumulator Operations LLC is registered as an investment adviser with the U.S. Securities and Exchange Commission.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

Pooled Vehicles

Areas of expertise

Private MarketsLiquidity SolutionsEquity PledgingWealth Concentration RiskPrivate TechInvestment AdvisorySecondary LiquiditySingle-stock Risk

Services

Helping founders and shareholders manage wealth concentration risk and turn paper wealth into real wealth without selling or giving up upside, by enabling equity pledging and liquidity solutions for private shares prior to IPO or exit.

Private funds / alternatives
Private Equity

Who they serve

Founders and shareholders in private tech companies with a priced round in 2024 or later, last-round valuation above $100M, and that are profitable or have 18+ months of runway.

Client segmentClientsAssets managed
Pension/Profit Sharing Plans12$148M

0 total clients reported on Form ADV.

Office locations

1 office in 1 state
FL
CORAL GABLESHQ

Regulatory & compliance

CRD number
#341270
SEC Number
801-135838
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Performance-based

Data as of April 1, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ACCUMULATOR OPERATIONS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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