BONACCORD CAPITAL PARTNERS

RIASEC RegisteredEst. 2026
Total AUM
$4.2B
Discretionary
$4.2B
100% of AUM
Avg account
$466M
Accounts
9
Employees
35
Advisory reps
8

Firm details

Headquarters
New York, New York
CRD number
316716
Registered since
February 5, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Bonaccord Capital Partners is an LLC that operates as a private markets manager focused on pooled investment vehicles for institutional clients. The firm is classified as a private equity fund sponsor and is registered with the SEC in 2026. It serves an institutional client base, acts as general partner/sponsor and managing member of its funds, and provides portfolio management for pooled investment vehicles. Compensation includes both a percentage-of-AUM fee and performance-based fees. The firm identifies as an active ESG investor.

Assets & Accounts

Investments & Alternatives

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

3 of 3
  • LUKE SARSFIELD

    Chairman of the Board & CEOCRD 2384365

  • CHRISTOPHER ZOOK

    Chairman & Chief Investment OfficerCRD 2125318

  • KEVIN RICHARDSON

    Chief Financial OfficerCRD 7447224

Contacts

3 of 5
  • ARTHUR MAN

    General CounselCRD 4402724

  • AJAY CHITKARA

    Head of Bonaccord Capital Partners (BCP)CRD 2480875

  • AMANDA COUSSENS

    EVPCRD 5750010

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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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
299 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth