# Bonaccord Capital Partners

> Bonaccord Capital Partners is an SEC-registered investment advisory firm in New York, NY, registered since 2026, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 316716
- Filed as: BONACCORD CAPITAL PARTNERS
- Legal name: Bonaccord Capital Advisors LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/316716
- AdvisorCensus page: https://advisorcensus.com/firm/bonaccord-capital-partners-new-york-ny-316716

## Quick answers

**How is Bonaccord Capital Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Bonaccord Capital Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Bonaccord Capital Partners located?**
Bonaccord Capital Partners' principal office is in New York, NY, according to its Form ADV.

**Is Bonaccord Capital Partners registered with the SEC or a state?**
Bonaccord Capital Partners is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 316716.

**How much does Bonaccord Capital Partners manage?**
Bonaccord Capital Partners reports $4,189,964,383 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does Bonaccord Capital Partners serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (9).

**Does Bonaccord Capital Partners 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/316716

**What changed in Bonaccord Capital Partners' recent Form ADV filings?**
In the April 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $4,189,964,383
- Discretionary: $4,189,964,383
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 9 | $4,189,964,383 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 35 total, 14 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [bonaccordcapital.com](https://bonaccordcapital.com)
- LinkedIn @bonaccord-capital-partners

## Changes in the filing (last 12 months)

### April 2026
- Updated its list of owners and control persons (Schedule A).

### March 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bonaccord Capital Partners (CRD 316716): Form ADV filing data as of October 2026.