ACCREDINVEST
ACCREDINVEST LLC Legal Name
Adviser information for ACCREDINVEST last updated from Form ADV on September 14th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 24 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | Subscription feesFixed fees |
Identifiers
| SEC RIA File Number | 801-127990 |
|---|---|
| SEC ERA File Number | 801-127990 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 325366 |
| Legal Entity Identifier | None |
Principal Office
134 ELDRIDGE ST, APT. 1NEW YORK
NY
United States
Monday - Friday, 9-5
Tel: 9292620165, Fax: None
Websites
Chief Compliance Officer
IAN CUMMINS
134 ELDRIDGE ST
APT. 1
NEW YORK
NY
United States
Tel:
9292620165
I**@***************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| PEACHVEST INC. | Domestic Entity | – | SOLE MEMBER | 08/2023 | > 75% |
| Cummins, Ian, Joseph | Individual | PEACHVEST INC. | CHIEF EXECUTIVE OFFICER & PRESIDENT | 06/2023 | 50-75% |
| ROSS, BRENDAN, MCLEOD | Individual | PEACHVEST INC. | SECRETARY | 06/2023 | 50-75% |
| Cummins, Ian, Joseph | Individual | – | OFFICER / CHIEF COMPLIANCE OFFICER | 02/2023 | 50-75% |
| ROSS, BRENDAN, MCLEOD | Individual | – | OFFICER | 02/2023 | 50-75% |