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. The firm is recorded as a placement agent rather than an investment manager or allocator; its ownership structure includes both a domestic entity and an individual. Accord does not identify itself as an active ESG investor, is not registered as a multi-state adviser, and is not described as a pension consultant or related adviser in the available filings.
Assets & Accounts
Investments & Alternatives
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 1
Patricia Peterson
Chief Operating Officer, Managing PartnerCRD 2681478
Contacts
3 of 5
Desiderio Co
Managing PartnerCRD 2969057
Jon Berquist
Managing PartnerCRD 2942528
Alan Bear
Capital AdvisoryCRD 5226108
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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