Accord Equity Advisors LLC
Accord Equity Advisors LLC is an SEC-registered asset manager in San Francisco, CA with $194.3M assets under management (AUM, regulatory AUM), +4% over one year. See who owns Accord Equity Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 166977, SEC 801-127245, data through 2026-06-22.
- AUM (assets under management / regulatory AUM)
- $194.3M (2026-06-22)
- Firm type
- Asset Manager
- Location
- San Francisco, CA
- Employees
- 7
- Clients
- 5
- CRD
- 166977
- Ownership
- PETERSON, PATRICIA, FAIGAO; RAMAN, PRABHU; CO, LAURA, JOAN; MILAGRO GROUP LLC; KB SQUARE LLC
How much AUM does Accord Equity Advisors LLC have?
Accord Equity Advisors LLC reported $194.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-22).
Who owns Accord Equity Advisors LLC?
Disclosed owners and executives of Accord Equity Advisors LLC include PETERSON, PATRICIA, FAIGAO, RAMAN, PRABHU, CO, LAURA, JOAN, MILAGRO GROUP LLC, KB SQUARE LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.