Private fund adviser · SAN Francisco, CA
Accord Equity Advisors LLC
SEC-registered investment adviser · CRD 166977 · SEC 801-127245
At a glance
Accord Equity Advisors LLC is an SEC-registered investment adviser based in SAN Francisco, California, with $194 million in regulatory assets under management as of its Form ADV filed September 18, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 4,069th of 4,686 private fund advisers and 12,372nd of 17,210 SEC-registered advisers by assets.
Main office 628-218-7984accord-group.netLinkedInAs filed on Form ADV
- Regulatory AUM
- $194M
- Rank among private fund advisers
- #4,069 of 4,686
- Rank among all SEC RIAs
- #12,372 of 17,210
- Rank in California
- #1,419 of 1,873
- Clients
- 5
- Accounts
- 5
- Discretionary
- 95% of AUM
- Employees
- 7
- Advisory staff
- 5
- Offices
- 2
Owners and executives on its Form ADV
- Desiderio G. CoManaging Partner/chief Financial Officer
- Jon R. BerquistManaging Partner
- Patricia F. PetersonManaging Partner/chief Operating Officer
- Prabhu RamanChief Compliance Officer/director of Investments and Asset Management
Custody and brokerage
Custodian
Accord Equity Advisors LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Hybrid RIA
Accord Equity Advisors LLC is a hybrid RIA: 6 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: Accord Capital Partners LLC, Accord Europe Gmbh and Accord Europe Limited.
- Accord Capital Partners LLC ↗CRD 166498
An introducing broker-dealer: its trades clear through another firm, which holds the brokerage accounts. Its annual audited report filed with the SEC, March 2026
- Accord Europe Gmbh
- Accord Europe Limited
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 5 | $194M | 100% |
Private funds
Accord Equity Advisors LLC reports 5 private funds with $190M in gross assets: real estate funds (Form ADV Item 7.B).
Disciplinary disclosures
Accord Equity Advisors LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗accord-group.net ↗
AtlasMembers
The full record on Accord Equity Advisors LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 2 years of filings
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- Growth over one, three and five years
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- Rank against 1,693 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Accord Equity Advisors LLC manage?
Accord Equity Advisors LLC reports $194 million in regulatory assets under management across 5 accounts, 95% of it on a discretionary basis, on its Form ADV filed September 18, 2026.
What kind of firm is Accord Equity Advisors LLC?
Accord Equity Advisors LLC is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Accord Equity Advisors LLC’s clients?
By assets, its largest client types are pooled investment vehicles ($194 million, 5 clients).
Does Accord Equity Advisors LLC manage private funds?
Yes. It reports 5 private funds with $190 million in gross assets, including real estate funds.
Does Accord Equity Advisors LLC have any disciplinary history?
Accord Equity Advisors LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Accord Equity Advisors LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-18), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →