ACCEL-KKR
AKKR FUND II MANAGEMENT COMPANY, LP Legal Name
Adviser information for ACCEL-KKR last updated from Form ADV on March 27th, 2024. 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 Partnership |
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Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 100 |
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Investment Advisory/Research | 71 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 0 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 24 | $19.3B |
Non-Discretionary | 0 | $0 |
Total | 24 | $19.3B |
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 | 24 | $19.3B |
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 | 25 |
Services
Advisory Services | Portfolio management for pooled investment vehicles |
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Compensation | % of AUMPerformance-based fees |
Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
SEC RIA File Number | 801-74133 |
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SEC ERA File Number | 801-74133 |
SEC CIK Numbers | None |
SEC CRD Numbers | 156498 |
Legal Entity Identifier | None |
Principal Office
2180 SAND HILL ROAD, SUITE 300MENLO PARK
CA
United States
Monday - Friday, 9:00AM TO 5:00PM
Tel: 650-289-2460, Fax: 650-289-2461
Chief Compliance Officer
PAISLEY LYNNE KADISON
GENERAL COUNSEL
2180 SAND HILL ROAD, SUITE 300
MENLO PARK
CA
United States
Tel:
(650) 289-2460
Fax:
(650) 289-2461
P**************@************M
(Full email address available in API data)
Regulatory Contact
ROY KELVIN
MANAGING DIRECTOR; CHIEF FINANCIAL OFFICER
2180 SAND HILL ROAD, SUITE 300
MENLO PARK
CA
United States
Tel:
(650) 289-2460
Fax:
(650) 289-2461
R*********@************M
(Full email address available in API data)
Industry Affiliates
AKKR CREDIT PARTNERS MANAGEMENT COMPANY II LP | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
AKKR CREDIT PARTNERS MANAGEMENT COMPANY, LP | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
AKKR EBP II GP LP | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
AKKR EBP MANAGEMENT COMPANY, LP | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
AKKR FUND III MANAGEMENT COMPANY CV, LP | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
AKKR FUND IV MANAGEMENT COMPANY CV LP | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
AKKR FUND V MANAGEMENT COMPANY, LP | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
AKKR FUND VI MANAGEMENT COMPANY, LP | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
AKKR FUND VII GP LP | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
AKKR GROWTH CAPITAL MANAGEMENT COMPANY II, LP | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
AKKR GROWTH CAPITAL MANAGEMENT COMPANY III, LP | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
AKKR GROWTH CAPITAL MANAGEMENT COMPANY IV LP | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
AKKR GROWTH CAPITAL MANAGEMENT COMPANY, LP | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
AKKR MANAGEMENT COMPANY, LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
AKKR-NV SMA GP LP | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
EAK MANAGEMENT UK, LLP | Other investment adviser, including financial planners |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
ACCEL-KKR CAPITAL PARTNERS CV III, LP | Private Equity Fund | $2,694.1M | $5.0M | 65 |
ACCEL-KKR CAPITAL PARTNERS CV IV STRATEGIC FUND, LP | Private Equity Fund | $133.0M | $5.0M | 50 |
ACCEL-KKR CAPITAL PARTNERS CV IV, LP | Private Equity Fund | $1,198.4M | $5.0M | 60 |
ACCEL-KKR CAPITAL PARTNERS V STRATEGIC FUND, LP | Private Equity Fund | $237.6M | $5.0M | 48 |
ACCEL-KKR CAPITAL PARTNERS V, LP | Private Equity Fund | $1,828.7M | $5.0M | 89 |
ACCEL-KKR CAPITAL PARTNERS VI, LP | Private Equity Fund | $3,015.3M | $5.0M | 165 |
ACCEL-KKR CAPITAL PARTNERS VII LP | Private Equity Fund | $4,400.0M | $5.0M | 228 |
ACCEL-KKR CREDIT PARTNERS II LP | Private Equity Fund | $359.1M | $5.0M | 16 |
ACCEL-KKR CREDIT PARTNERS, LP - SERIES 1 | Private Equity Fund | $508.5M | $5.0M | 11 |
ACCEL-KKR EMERGING BUYOUT PARTNERS II LP | Private Equity Fund | $920.0M | $5.0M | 78 |
ACCEL-KKR EMERGING BUYOUT PARTNERS, LP | Private Equity Fund | $710.4M | $5.0M | 59 |
ACCEL-KKR GROWTH CAPITAL PARTNERS II STRATEGIC FUND, LP | Private Equity Fund | $23.3M | $5.0M | 8 |
ACCEL-KKR GROWTH CAPITAL PARTNERS II, LP | Private Equity Fund | $286.2M | $5.0M | 36 |
ACCEL-KKR GROWTH CAPITAL PARTNERS III, LP | Private Equity Fund | $881.6M | $5.0M | 49 |
ACCEL-KKR GROWTH CAPITAL PARTNERS IV LP | Private Equity Fund | $1,517.5M | $5.0M | 113 |
ACCEL-KKR GROWTH CAPITAL PARTNERS, LP | Private Equity Fund | $5.6M | $5.0M | 32 |
ACCEL-KKR MEMBERS FUND II, LP | Private Equity Fund | $7.4M | $0.0M | 21 |
ACCEL-KKR MEMBERS FUND, LLC | Private Equity Fund | $379.6M | $0.0M | 129 |
ACCEL-KKR SCP CALIFORNIA CO-INVEST, LP | Private Equity Fund | $0.3M | $5.0M | 2 |
AKKR-ENDEAVOR MEMBER HOLDINGS LP | Private Equity Fund | $52.7M | $1.0M | 7 |
AKKR-MVSC MEMBER, LLC | Private Equity Fund | $2.6M | $1.0M | 2 |
AKKR-NV SMA LP | Private Equity Fund | $122.9M | $5.0M | 2 |
BASWARE CO-INVEST LLC | Private Equity Fund | $13.2M | $1.0M | 3 |
SCIQUEST CO-INVEST, LLC | Private Equity Fund | $1.0M | $1.0M | 4 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
BARNDS, THOMAS, CHRISTOPHER | Individual | – | MANAGING DIRECTOR | 05/2000 | 25-50% |
PALUMBO, ROBERT, ANTHONY | Individual | – | MANAGING DIRECTOR | 11/2004 | 25-50% |
FALLON, PATRICK, JOSEPH | Individual | – | CHIEF OPERATING OFFICER | 09/2011 | < 5% |
AKKR MANAGEMENT COMPANY, LLC | Foreign Entity | – | GENERAL PARTNER | 04/2006 | < 5% |
BARNDS, THOMAS, CHRISTOPHER | Individual | AKKR MANAGEMENT COMPANY, LLC | MANAGING MEMBER | 05/2000 | 50-75% |
PALUMBO, ROBERT, ANTHONY | Individual | AKKR MANAGEMENT COMPANY, LLC | MANAGING MEMBER | 11/2004 | 50-75% |
ACCEL-KKR HOLDINGS, LP | Foreign Entity | – | LIMITED PARTNER | 04/2017 | 10-25% |
BARNDS, THOMAS, CHRISTOPHER | Individual | ACCEL-KKR HOLDINGS, LP | MANAGING MEMBER | 04/2017 | 25-50% |
PALUMBO, ROBERT, ANTHONY | Individual | ACCEL-KKR HOLDINGS, LP | MANAGING MEMBER | 04/2017 | 25-50% |
KELVIN, ROY, SCOTT | Individual | – | CHIEF FINANCIAL OFFICER | 06/2021 | < 5% |
KADISON, PAISLEY, LYNNE | Individual | – | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | 02/2022 | < 5% |