Asset ManagerRIA · CRD 113706SEC-Registered

Updated:

Accruent

Accruent is an SEC-registered investment adviser in Winston-Salem, NC, registered since 2020. The firm manages $198 million in assets, $175 million on a...

Accruent

Accruent is an SEC-registered investment adviser in Winston-Salem, NC, registered since 2020. The firm manages $198 million in assets, $175 million on a discretionary basis. It has 3 employees and 3 investment advisers.

General information

Firm type

Asset Manager

Location

Region

North America

Country

United States

City

Winston-Salem

Corporate office

Austin, TX, United States

Sector focus

Real EstateInfrastructureEnterprise Software

Frequently asked questions

Who owns Accruent?

Accruent's ownership is not publicly disclosed. The firm does not list a parent company or family-office affiliation in its public materials.

What types of clients use Accruent's software?

Accruent serves over 5,000 businesses across retail, manufacturing, telecom, real estate, and education — including multi-site operators like Chuy's and universities such as Morehead State (per firm case studies).

Does Accruent operate as a family office or investment firm?

No. Accruent is a software company, not a family office or asset manager. It sells workplace and asset management solutions.

What investment stages does Accruent target?

Accruent does not make investments. It operates as a software vendor deploying capital into product development and professional services.

Which sectors does Accruent focus on?

Accruent's software targets commercial real estate, retail, telecommunications infrastructure, manufacturing, and highly regulated industries requiring document control and refrigerant compliance.

Is Accruent related to any larger conglomerate?

There is no public information linking Accruent to a parent company, family office, or holding entity. The firm presents itself as an independent software provider.

What is Accruent's known posture on co-investments?

Accruent does not participate in co-investments. Its business model is product-led, not investment-led.

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