ACCORD EQUITY ADVISORS LLC
CRD #166977 SEC #801-127245 SAN FRANCISCO, CA (628) 218-7984
SEC Registered Private Funds
Total AUM
$186.2M
Discretionary
$105.4M
Employees
4
Clients
--
Accounts
6
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $186.2M | $105.4M | $80.8M | 4 | 0 |
| Mar 2025 | $179.2M | $98.5M | $80.7M | 4 | 0 |
| Jul 2024 | $171.3M | $171.3M | $0 | 4 | 0 |
| Jun 2024 | $171.3M | $171.3M | $0 | 4 | 0 |
| Mar 2024 | $171.3M | $171.3M | $0 | 4 | 0 |
| Mar 2023 | $173.7M | $173.7M | $0 | 4 | 0 |
| Dec 2022 | $179.1M | $179.1M | $0 | 4 | 0 |
DateJun 2025
Total AUM$186.2M
Discretionary$105.4M
Non-Disc.$80.8M
Employees4
Clients0
DateMar 2025
Total AUM$179.2M
Discretionary$98.5M
Non-Disc.$80.7M
Employees4
Clients0
DateJul 2024
Total AUM$171.3M
Discretionary$171.3M
Non-Disc.$0
Employees4
Clients0
DateJun 2024
Total AUM$171.3M
Discretionary$171.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$171.3M
Discretionary$171.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$173.7M
Discretionary$173.7M
Non-Disc.$0
Employees4
Clients0
DateDec 2022
Total AUM$179.1M
Discretionary$179.1M
Non-Disc.$0
Employees4
Clients0