ACCORD EQUITY ADVISORS LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 166977
- Registered since
- January 20, 2023
- Website
- www.accord-group.net
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Accord Equity Advisors LLC is an SEC-registered advisory firm organized as a limited liability company and positioned as a real estate fund manager. The firm focuses its advisory work on portfolio management for pooled investment vehicles and operates in a sponsor/GP capacity for those vehicles. Its client base is institutional, and its fee model combines percentage-of-assets-under-management with performance-based fees, consistent with closed-end real estate fund structures where incentive fees are common. Accord Equity Advisors is not an active ESG investor and does not serve as a pension consultant; it is also not designated as a capital allocator. The firm’s business activities include acting as broker-dealer and sponsor and serving as the managing member or general partner of pooled investment vehicles. That operating posture suggests Accord runs both proprietary fund management and the administrative/sponsor functions that attach to private real estate vehicles rather than simply placing capital into third-party products.
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 1PATRICIA PETERSON
Managing Partner, CCO and COOCRD 2681478
Contacts
3 of 3JON BERQUIST
Managing PartnerCRD 2942528
PRABHU RAMAN
Managing DirectorCRD 6696742
DESIDERIO CO
Managing PartnerCRD 2969057
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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