ACCORD CAPITAL PARTNERS LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 166498
- Registered since
- August 30, 2013
- Website
- www.accord-group.net
Firm profile
FINTRXOverview
Accord Capital Partners LLC is organized as a limited liability company and has been SEC-registered since 2013. Publicly available data classifies the firm as "Unclassified" and indicates ownership ties to both a domestic entity and an individual. The record identifies the firm as not functioning as a capital allocator and not operating as a multi-state adviser; it is also marked as not being newly formed, not serving as a pension consultant, and not listed as a related adviser. The firm is not identified as an active ESG investor. Filings and the dataset provide minimal detail about the firm’s advisory mandate, client segments, fee structure, or specific business activities. That limited public disclosure constrains analysis of strategy, target clients, or service lines.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1PATRICIA PETERSON
Managing Partner, CCO and COOCRD 2681478
Contacts
3 of 6ALAN BEAR
Capital AdvisoryCRD 5226108
DESIDERIO CO
Managing PartnerCRD 2969057
PRABHU RAMAN
Managing DirectorCRD 6696742
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN FRANCISCO
- Address
- 240 Stockton St
- Time zone
- PT (UTC-8)
- Office locations
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