ACCORD EQUITY ADVISORS LLC

RIASEC RegisteredEst. 2023
Total AUM
$189M
Discretionary
$97.1M
51% of AUM
Avg account
$37.9M
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 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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • PATRICIA PETERSON

    Managing Partner, CCO and COOCRD 2681478

Contacts

3 of 3
  • JON BERQUIST

    Managing PartnerCRD 2942528

  • PRABHU RAMAN

    Managing DirectorCRD 6696742

  • DESIDERIO CO

    Managing PartnerCRD 2969057

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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