# Accretive LLC: portfolio, investments and team

> Accretive LLC is a private equity based in United States. 8 investments on record, latest Oct 2015. Portfolio, stages, co-investors and team.

Source: https://millionrounds.com/fund/accretive-2 (Millionrounds; every figure on the page links to its filing or article)

United States · [Investor](https://millionrounds.com/investors)

# Accretive LLC

Last cheque observed Oct 2015. Silence since then is not evidence of inactivity: our sources miss unannounced rounds.

Email

Quiet Private equity

Seed Series A Series B Analytics Business Intelligence Healthcare And Education

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Cheques on record

**0%** of best year **0** **cheques in 12 months**, 8 on record

Since the last cheque **4029** days **00** hrs **00** min **00** sec

Median round **$16M** Rounds led **0 of 8** Sole investor **4 rounds** Mostly in **United States, 100%**

Pitch Accretive LLC

## Accretive LLC highlights

- 01 8 rounds on record
- 02 Mostly Series A and Series B: 63% of its rounds
- 03 Sole investor in 4 rounds, median $6.7M

## What they do

> Accretive LLC is a New York-based investment and company-building firm that develops purpose-built businesses through research, innovation, and operational expertise to create long-term value. From their own website

- **Type:** Private equity (from a list, unverified)
- **Cheque size:** Not stated
- **Stages:** Seed Series A Series B
- **Sectors:** Analytics Business Intelligence Healthcare And Education
- **Based in:** New York, United States
- **Cold pitches:** Not stated

## The record

Every round we can evidence, newest first **8 appearances**

- **2015** 1 round
- **Oct** **[Insureon](https://millionrounds.com/company/insureon)** Venture · US **$31M** With 1 other
- **2014** 2 rounds
- **Dec** **[Everspring](https://millionrounds.com/company/everspring)** Series B · US **$10M** With 2 others
- **May** **[Everspring](https://millionrounds.com/company/everspring)** Venture · US **$16M** With 1 other
- **2011** 2 rounds
- **Oct** **[Everspring](https://millionrounds.com/company/everspring)** Seed · US **$1.0M** Sole investor
- **Jun** **[Accumen](https://millionrounds.com/company/accumen)** Series A · US **$6.7M** Sole investor
- **2010** 2 rounds
- **Jul** **[Insureon](https://millionrounds.com/company/insureon)** Series A · US **Undisclosed** Sole investor
- **Jun** **[Accolade](https://millionrounds.com/company/accolade)** Series B · US **$17M** With 2 others
- **2007** 1 round
- **Feb** **[Accolade](https://millionrounds.com/company/accolade)** Series A · US **$20M** Sole investor

An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.

## The team

Named by the firm itself, on a filing, its Form ADV or its company registration **3 named**

AF **Anne-Marie F. Shelley** General Counsel i Form ADV

PB **Pamela Berman Cline** Managing Member i Form ADV

TS **Tony Shum** Chief Financial Officer i Form ADV

We also hold **5** people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.

## What the register says

From the firm's own filings with the SEC, which it must file accurately by law

**$33M** gross assets of its funds Oct 2026

**Exempt** reporting adviser venture or small private funds

- **Legal name:** Accretive, LLC
- **SEC number:** CRD 157364

## The cheque

Seed Series A Series B

Median round joined **$16M** the round, not its cheque Alone, median **$6.7M**

Led 0 of 8 rounds **0%**

- **Sole investor:** 4 rounds
- **Last cheque:** Oct 2015

Rounds by stage said on their site

- Series A said *3*
- Series B said *2*
- Venture *2*
- Seed said *1*

Cheques by year Led Joined

2007 2015

Often in the room with

- [Carrick Capital Partners](https://millionrounds.com/fund/carrick-capital-partners) 2

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## Who they invest alongside

The investors most often in the same rounds as Accretive LLC. A count of rooms they were both in, not a relationship either has claimed.

[**Carrick Capital Partners** Private equity **2** rounds together](https://millionrounds.com/fund/carrick-capital-partners)

## Quick answers about Accretive LLC

### What does Accretive LLC invest in?

Accretive LLC invests most often at Series A and Series B (63% of the rounds on record), in sectors such as Analytics, Business Intelligence and Healthcare And Education.

### How active is Accretive LLC?

8 investments on record, 0 of them in the last 12 months. The most recent was in Oct 2015.

### How big are Accretive LLC's cheques?

The median round it joins is $16M.

### Does Accretive LLC lead rounds?

Rarely, if at all: none of its 8 investments on record names it as the lead.

### Where does Accretive LLC invest?

Most of the companies it backs are in the United States (100%).

### Is Accretive LLC investing now?

No investments in the last 12 months; the latest was in Oct 2015.

### Who does Accretive LLC invest alongside?

Most often Carrick Capital Partners (2 rounds together).

### What kind of investor is Accretive LLC?

Accretive LLC is a private equity firm based in New York, United States.

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