Investment adviser · CRD 323962
ACCORD ASSET PARTNERS, LLC
Investment adviser filing (IA)
SAN DIEGO, CA, United States · Form ADV filed Mar 25, 2024
- Regulatory AUM
- $168M Form ADV · Item 5.F
- Client accounts
- 2 Accounts, not individual clients
- Employees
- 15 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Corporations & businesses | Fewer than 5 | $168,000,000 | 100.0% |
Filing source
Form ADV 1849080 · Mar 25, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 25, 2024. View historical filings
Reported services
Pooled investment vehicle management · Business portfolio management
Compensation
Fixed
Principal office
12680 HIGH BLUFF DRIVE, SUITE 150SAN DIEGO, CA, 92130, United States
CRD 323962
Filing source
Form ADV 1849080 · Mar 25, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.