Accord Equity Advisors LLC

RIASEC RegisteredEst. 2023
Total AUM
$194M
Discretionary
$186M
95% of AUM
Avg account
$38.9M
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 structured as an LLC and operates as a manager of pooled investment vehicles with a primary focus on real estate strategies. The firm is SEC-registered (2023) and serves an institutional client base, acting in sponsor and general partner roles for pooled vehicles. Its advisory activity centers on portfolio management for pooled funds rather than on acting as a broader capital allocator. Fee arrangements combine a percentage-of-AUM charge with performance-based fees. Accord does not identify as an ESG-focused investor and is not listed as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

    Patricia Peterson

    Managing Partner, CCO and COOCRD 2681478

Contacts

3 of 3
  • Jon Berquist

    Jon Berquist

    Managing PartnerCRD 2942528

  • Prabhu Raman

    Prabhu Raman

    Managing DirectorCRD 6696742

  • Desiderio Co

    Desiderio Co

    Managing PartnerCRD 2969057

Wealth teams

FINTRX

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