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 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
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 1
Patricia Peterson
Chief Operating Officer, Managing PartnerCRD 2681478
Contacts
3 of 3
Desiderio Co
Managing PartnerCRD 2969057

Jon Berquist
Managing PartnerCRD 2942528

Prabhu Raman
Managing DirectorCRD 6696742
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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