Our Team

We believe in prosperity for all and are committed to democratizing wealth creation for everyone. This is how our journey begins.

Our Story

It starts with us being boxed out. Outsiders in our own industry. Even though we worked close to the money, it remained curiously out of reach. Mile-high minimum investments meant that even the most basic alternative investments were far out of our reach for personal investing. We saw and felt a problem, which of course, is an opportunity.

You know how these things go. Ali, as a technologist, started building. He could solve part of the problem with technology. But it wasn’t until Daniel and Manuel came on board that the vision crystalized. They’d set out to solve similar problems — helping investments become more accessible. The three found Joe to help turn their vision into a consumer friendly product. Their collective vision began to take shape, and eventually, became Accrete. Where anybody can secure bigger returns, together.

Our Founders

Ali Shekofti Founding Partner and CEO

Ali is the Founder and CEO of Accrete. He’s spent time at Goldman Sachs, he was a PE partner at Alvarium Investments. As co-CEO of a leading e-commerce business, he helped grow it from ~400 employees to over ~10,000 employees. And Ali has been an independent advisor and consultant to many sponsor firms and fast growing companies around the world.

He has been married for 14 years and has three daughters. A self-proclaimed Social Capitalist he enjoys reading, is passionate about show-jumping and spending time with his family.

Joe Bilman Co-Founder and COO, Americas

Joe is an entrepreneurial, data driven, C-suite executive with 20 years of experience in leading profitable growth in the direct to consumer and e-commerce sectors, accelerating growth & building new businesses. His expertise includes product innovation, growth, strategy, design, development/execution, M&A, business optimization & transformation. Joe is equally comfortable building version 1.0 in startups and driving product innovation and transformation in multinational Fortune 500 companies.

A dedicated New Yorker, when not working Joe can be found shuttling his kids up and down the east coast to soccer matches and horse jumping competitions accompanied by his trusty french bulldog sidekick, Gus and his admittedly out of his league wife, Kate.

Daniel Grossmann Partner

Daniel started his career as a lawyer in Digital, Medial and Technology at Allen & Overy and later joined a specialty retail PE firm where he managed offline and online investments across Europe and Asia. He’s a seasoned investor with years of experience in private equity. Prior to being a partner at Accrete Capital, he led the direct investments and internal developments for a consumer focused family investment firm Verlinvest for nearly a decade.

His creative mindset, dynamism and results-driven approach are a steady driver of Kharis’ investments. He lives, works and hangs out in London, Hong Kong, and Miami.

Manuel Roumain Partner

Manuel has extensive experience with major wirehouses such as Goldman Sachs, UBS and CitiGroup. He managed direct and indirect investments across all asset classes during his 10-year tenure as the Chief Investment Officer of Edmond J. Safra Philanthropic Foundation. Manuel’s strategic thinking, focus and accountability have enabled him to establish and foster a wealth of key relationships with long term investors.

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1 Minimum investment may vary by country and investor category.
2 Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in significant losses.

© Accrete Management LLC. Broker-dealer services in connection with an investment are offered by Caplink Securities Inc, a broker / dealer registered with FINRA and a member of SIPC. Information on all FINRA-registered broker-dealers can be found on FINRA’s BrokerCheck. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in partial or total loss. No conclusion of any type or kind should be drawn regarding the future performance of investments offered or managed by us based upon the information presented herein. Performance information presented does not include any reinvestment of dividends or other earnings. Performance information presented has been prepared internally (unless otherwise noted) and has not been audited or verified by a third party. Information on this page is based on information available to us as of the date of posting and we do not represent that it is accurate, complete or up to date. Banking services are provided by Synapse’s bank partners, Members FDIC.

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Investments in private placements are speculative and involve a high degree of risk and those investors who cannot afford to lose their entire investment should not invest. Additionally, investors may receive illiquid and/or restricted securities that may be subject to holding period requirements and/or liquidity concerns. Investments in private placements are highly illiquid and those investors who cannot hold an investment for the long term (at least 5-7 years) should not invest.

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Investing in private placements requires long-term commitments, the ability to afford to lose the entire investment, and low liquidity needs. This website provides preliminary and general information about the Securities and is intended for initial reference purposes only. It does not summarize or compile all the applicable information. This website does not constitute an offer to sell or buy any securities. No offer or sale of any Securities will occur without the delivery of confidential offering materials and related documents. This information contained herein is qualified by and subject to more detailed information in the applicable offering materials. Accrete Management LLC™ is not registered as a broker-dealer. Accrete Management LLC™ does not make any representation or warranty to any prospective investor regarding the legality of an investment in any Accrete Management LLC Securities.

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