# Accord Equity Advisors LLC

> 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.

- CRD: 166977
- Filed as: ACCORD EQUITY ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: September 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/166977
- AdvisorCensus page: https://advisorcensus.com/firm/accord-equity-advisors-llc-san-francisco-ca-166977

## Quick answers

**How is Accord Equity Advisors LLC compensated?**
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.

**How much does Accord Equity Advisors LLC charge?**
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.

**Where is Accord Equity Advisors LLC located?**
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).

**Is Accord Equity Advisors LLC registered with the SEC or a state?**
Accord Equity Advisors LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 166977.

**How much does Accord Equity Advisors LLC manage?**
Accord Equity Advisors LLC reports $194,285,594 in regulatory assets under management in its Form ADV filing dated September 18, 2026 (95% discretionary).

**How have Accord Equity Advisors LLC's assets and staff changed since 2023?**
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.

**What types of clients does Accord Equity Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (5).

**Does Accord Equity Advisors LLC report any disciplinary disclosures?**
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

**Does Accord Equity Advisors LLC state an account minimum?**
Its Form ADV Part 2A brochure dated June 22, 2026 says: "The Funds’ minimum initial capital contribution is $100,000."

**What changed in Accord Equity Advisors LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 4 to 5. Added an office in Mayfair, London.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated June 22, 2026)

- Asset-based fee: 0.75% to 1.75% a year (a range, as the brochure states it)

> 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.

- Account minimum: $100,000

> The Funds’ minimum initial capital contribution is $100,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $194,285,594
- Discretionary: $185,519,457
- Non-discretionary: $8,766,137

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 5 | $194,285,594 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Mayfair, London

### Websites listed on Form ADV (Item 1.I)
- accord-group.net
- LinkedIn @accord-group-holdings-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $173,672,005 | 4 | March 16, 2023 |
| October 2024 | $171,298,992 | 4 | July 29, 2024 |
| October 2025 | $186,187,987 | 4 | June 18, 2025 |
| October 2026 | $194,285,594 | 7 | September 18, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 5.
- Added an office in Mayfair, London.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Accord Equity Advisors LLC (CRD 166977): Form ADV filing data as of October 2026.