ACCORD CAPITAL PARTNERS LLC

Broker-DealerFINRA MemberEst. 2013
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
166498
Registered since
August 30, 2013

Firm profile

FINTRX

Overview

Accord Capital Partners LLC is organized as a limited liability company and has been SEC-registered since 2013. Publicly available data classifies the firm as "Unclassified" and indicates ownership ties to both a domestic entity and an individual. The record identifies the firm as not functioning as a capital allocator and not operating as a multi-state adviser; it is also marked as not being newly formed, not serving as a pension consultant, and not listed as a related adviser. The firm is not identified as an active ESG investor. Filings and the dataset provide minimal detail about the firm’s advisory mandate, client segments, fee structure, or specific business activities. That limited public disclosure constrains analysis of strategy, target clients, or service lines.

Assets & Accounts

Location & Offices

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

    Managing Partner, CCO and COOCRD 2681478

Contacts

3 of 6
  • ALAN BEAR

    Capital AdvisoryCRD 5226108

  • DESIDERIO CO

    Managing PartnerCRD 2969057

  • PRABHU RAMAN

    Managing DirectorCRD 6696742

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

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