{
  "crd_number": 166977,
  "slug": "accord-equity-advisors-llc-san-francisco-ca-166977",
  "primary_business_name": "ACCORD EQUITY ADVISORS LLC",
  "legal_name": "ACCORD EQUITY ADVISORS LLC",
  "dbas": [],
  "city": "San Francisco",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-01-20",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-09-18",
  "carried_forward": false,
  "raum_total": 194285594.0,
  "raum_discretionary": 185519457.0,
  "raum_non_discretionary": 8766137.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 7,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 194285594.0,
      "count": 5
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "IL"
  ],
  "websites": [
    "https://accord-group.net",
    "https://linkedin.com/company/accord-group-holdings-llc"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/166977",
  "city_as_filed": "SAN FRANCISCO",
  "url": "https://advisorcensus.com/firm/accord-equity-advisors-llc-san-francisco-ca-166977",
  "display_name": "Accord Equity Advisors LLC",
  "summary": "Accord Equity Advisors LLC is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 18, 2026.",
  "citation": "AdvisorCensus. Accord Equity Advisors LLC (CRD 166977): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Accord Equity Advisors LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Accord Equity Advisors LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "What does Accord Equity Advisors LLC's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated June 22, 2026 states: Asset-based fee: 0.75% to 1.75% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Accord Equity Advisors LLC located?",
      "a": "Accord Equity Advisors LLC's principal office is in San Francisco, CA, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Accord Equity Advisors LLC registered with the SEC or a state?",
      "a": "Accord Equity Advisors LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 166977."
    },
    {
      "q": "How much does Accord Equity Advisors LLC manage?",
      "a": "Accord Equity Advisors LLC reports $194,285,594 in regulatory assets under management in its Form ADV filing dated September 18, 2026 (95% discretionary)."
    },
    {
      "q": "How have Accord Equity Advisors LLC's assets and staff changed since 2023?",
      "a": "In the Form ADV data for Accord Equity Advisors LLC: Regulatory assets under management: $173,672,005 in the October 2023 data and $194,285,594 in the October 2026 data, up 12%. Total employees: 4 in October 2023 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Accord Equity Advisors LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (5)."
    },
    {
      "q": "Does Accord Equity Advisors LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/166977"
    },
    {
      "q": "Does Accord Equity Advisors LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated June 22, 2026 says: \"The Funds’ minimum initial capital contribution is $100,000.\""
    },
    {
      "q": "What changed in Accord Equity Advisors LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 4 to 5. Added an office in Mayfair, London."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 173672005.0,
      "total_employees": 4,
      "filing_date": "2023-03-16"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 171298992.0,
      "total_employees": 4,
      "filing_date": "2024-07-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 186187987.0,
      "total_employees": 4,
      "filing_date": "2025-06-18"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 194285594.0,
      "total_employees": 7,
      "filing_date": "2026-09-18"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 5.",
        "Added an office in Mayfair, London."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 22, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.75% to 1.75% a year",
    "stated_maximum": null,
    "account_minimum": "$100,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.75% to 1.75% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "The Management Fee ranges from 0.75% to 1.75% and may be based on adjusted capital or committed capital calculations that are described in each Fund’s offering documents."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $100,000"
        ],
        "quotes": [
          "The Funds’ minimum initial capital contribution is $100,000."
        ]
      }
    ],
    "quotes": [
      "The Management Fee ranges from 0.75% to 1.75% and may be based on adjusted capital or committed capital calculations that are described in each Fund’s offering documents.",
      "The Funds’ minimum initial capital contribution is $100,000."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/accord-equity-advisors-llc-san-francisco-ca-166977.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 194285594.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/166977",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}