|
⚲
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| Accord Asset Partners LLC
✚
| |
|---|---|
| CRD # | 323962 |
| SEC # | 801-128698 |
| CIK # | |
| AUM | $168.0 MM (2024-03-25) |
| Employees | 15 (47% Investors, 0% Brokers) |
| Phone | 571-295-2323 |
| Address | 12680 High Bluff Drive, Suite 150 San Diego, CA 92130 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 168.0 |
| (n) Other | 0 | 0.0 |
| Total | 2 | 168.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 2 | 168.0 |
| Total | 2 | 168.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 168.0 | |
| Total | 2 | 168.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
First Trust Global Portfolios Limited
✚
|
0.2 | |
|
Wilshire Quinn Capital Inc
✚
|
CA | 0.2 |
|
Capital Impact Advisors LLC
✚
|
MA | 0.2 |
|
Legacy Investment Solutions LLC
✚
|
ID | 0.2 |
|
GSI Capital Advisors LLC
✚
|
CA | 0.2 |
|
Solpacific LLC
✚
|
MN | 0.2 |
|
Eastward Capital Partners LLC
✚
|
MA | 0.2 |
|
Seeds Investor LLC
✚
|
NY | 0.2 |
|
Alternative Fund Advisors LLC
✚
|
MA | 0.2 |
|
Nutshell Asset Management Limited
✚
|
0.2 |