Accord Equity Advisors LLC

RIASEC Registered
Total AUM
$194M
Discretionary
$186M
95% of AUM
Avg account
$38.9M
Accounts
5
Employees
7
Advisory reps
4

Firm details

Headquarters
San Francisco, California
CRD number
166977
Registered since
January 20, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Accord Equity Advisors LLC is a limited liability company that registers as an SEC investment adviser in 2023 and operates as a manager of pooled investment vehicles with an institutional client focus. The firm is organized and run to support real estate fund strategies; its advisory activity is concentrated on portfolio management for pooled vehicles rather than one-off advisory relationships. Accord reports industry roles that include serving as sponsor, general partner, and managing member of pooled investment vehicles and maintaining broker-dealer affiliations tied to those activities. The firm’s compensation blends a percentage-of-assets fee with performance-based fees, consistent with a fund-management model. Accord does not identify as an active ESG investor, is not set up as a multi-state adviser, and does not position itself as a pension consultant or central capital allocator.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Patricia Peterson

    Patricia Peterson

    Chief Operating Officer, Managing PartnerCRD 2681478

Contacts

3 of 3
  • Desiderio Co

    Desiderio Co

    Managing PartnerCRD 2969057

  • Jon Berquist

    Jon Berquist

    Managing PartnerCRD 2942528

  • Prabhu Raman

    Prabhu Raman

    Managing DirectorCRD 6696742

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth