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Managing Partner/chief Operating Officer · Accord Equity Advisors LLC

Patricia F. Peterson

CRD 2681478 · Named on Form ADV at one SEC-registered adviser

At a glance

Accord Equity Advisors LLC, an SEC-registered private fund adviser based in SAN Francisco, CA with $194 million in regulatory assets, lists Patricia F. Peterson on its Form ADV as Managing Partner/chief Operating Officer, a control person.

Firms and roles

  • Accord Equity Advisors LLCManaging Partner/chief Operating OfficerPrivate fund adviser · SAN Francisco, CA · $194M in regulatory assets

AtlasMembers

Patricia’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Desiderio G. CoManaging Partner/chief Financial Officer, Accord Equity Advisors LLC
  • Jon R. BerquistManaging Partner, Accord Equity Advisors LLC
  • Prabhu RamanChief Compliance Officer/director of Investments and Asset Management, Accord Equity Advisors LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Patricia’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.