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 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
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
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
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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