Accord Asset Partners LLC

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Accord Asset Partners LLC
CRD #323962
SEC #801-128698
CIK #
AUM
Employees 15 (47% Investors, 0% Brokers)
Phone571-295-2323
Address12680 High Bluff Drive, Suite 150
San Diego, CA 92130
Source [IAPD] [Website] [LinkedIn]
Total AUM ($M)
170136102683402009201420192025
In the News
Wed, 13 May 2026 Accord Asset Partners Completes Sale Of Majority Stake In DME Express To Palladium Equity Partners — Pulse 2.0
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 1 168.0
(n) Other 0 0.0
Total 2 168.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 2 168.0
Total 2 168.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 168.0
Total 2 168.0
Firm Profile (Form ADV)
ServesInstitutional
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