SAN FRANCISCO, CACRD 166977Latest ADV March 30, 2026
Accord Equity Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated March 30, 2026, reports $189M in regulatory assets under management, 7 employees, 1 office, and 5 accounts.
Assets Under Management
$189M
Employees
7
Offices
1 office
Total Clients
5
Primary office
SAN FRANCISCO, CA
240 STOCKTON STREET, 7TH FLOOR, SAN FRANCISCO, CA, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$189Mas of March 30, 2026
Discretionary51.3%
$97M
51% of total RAUM51.3%
Non-discretionary48.7%
$92M
49% of total RAUM48.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$189M
Total Accounts5
10Y AUM Change+$10M (+5.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee1:1
10Y Employee Change+3 (+75.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.