RIA Intelligence

ACCORD ASSET PARTNERS, LLC

CRD #323962 SEC #801-128698 SAN DIEGO, CA 571-295-2323
SEC Registered
Total AUM
$168M
Discretionary
$0
Employees
15
Clients
--
Accounts
2

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 25, 2024
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
KIM, STACIE, SUNGEUNICHIEF FINANCIAL OFFICER; CHIEF COMPLIANCE OFFICERNA Control
KIM, STACIE, SUNGEUNICHIEF FINANCIAL OFFICER; CHIEF COMPLIANCE OFFICERNA Control
Lackner, Christopher, JamesIMANAGERNA Control
Lackner, Christopher, JamesIMANAGERNA Control
MERRILL, JOSHUA, EVANSIMANAGERNA Control
MERRILL, JOSHUA, EVANSIMANAGERNA Control
Webb, Kevin, MichaelIMANAGERNA Control
Webb, Kevin, MichaelIMANAGERNA Control
ADEN 202201, LLCDEMEMBERE Control
ADEN 202201, LLCDEMEMBERE Control
CALO HOLDINGS, LLCDEMEMBERB Control
CALO HOLDINGS, LLCDEMEMBERB Control
GRAND VINTAGE, LLCDEMEMBERB Control
GRAND VINTAGE, LLCDEMEMBERB Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
Lackner, Christopher, JamesICALO HOLDINGS, LLCF Control
Lackner, Christopher, JamesICALO HOLDINGS, LLCF Control
MERRILL, JOSHUA, EVANSIGRAND VINTAGE, LLCF Control
MERRILL, JOSHUA, EVANSIGRAND VINTAGE, LLCF Control
Webb, Kevin, MichaelIADEN 202201, LLCE Control
Webb, Kevin, MichaelIADEN 202201, LLCE Control

Registrations

Federal

IA
Mar 25, 2024 REGISTERED

Notice Filings (1)

CA

Address

12680 HIGH BLUFF DRIVE, SUITE 150
SAN DIEGO, CA 92130
United States
Phone: 571-295-2323