Accession Partners services individual investors, family offices, and traditional wealth managers.

Though many advisors claim to have access to alternative investments, we have found that traditional equity and fixed-income strategies are still prioritized above all else.

Clients seeking to complement existing portfolios with alternative investments have been historically underserved due to a lack of access or significant investment minimums.

Our intention is to provide sophisticated investors (accredited investors, qualified clients, and qualified purchasers) with the due diligence and access necessary to enjoy institutional-grade investment opportunities without investing the resources necessary to fund an in-house alternatives team.

Accession Partners is a Registered Investment Advisor headquartered in the state of Colorado.

Partnerships are paramount in the world of alternative investments.

We leverage the technology of the two leading alternative investment platforms - iCapital Network and CAIS.

Our partnerships grant Accession Partners the ability to source proprietary research, fund/manager access, reporting, and transaction technology to give our clients an exceptional investment experience.

We offer our clients a curated menu of funds through our partnerships with CAIS and iCapital, as well as direct investment offerings from our relationships with top alternative managers.

RESEARCH

We offer a selection of curated investment opportunities from top fund managers.

Our proprietary research process, coupled with that of other third parties, provides an informed foundation from which our investment decisions.

ACCESS

Accession Partners was founded on the principle of aiding the democratization of finance.

Our firm provides clients with access to investment managers previously reserved only for institutional clients.

MONITOR

Once an investment has been identified and accessed, our firm and our platform partners perform ongoing monitoring.

This provides our clients peace of mind required to focus on other crucial elements of wealth stewardship.

REPEAT

Our clients benefit from a consistent flow of aligned opportunities curated to meet a wide range of investment needs.

We maintain a menu of interval funds (perpetual evergreen offerings) in addition to select closed-end (limited vintage) opportunities.