|
⚲
|
| Bonaccord Capital Advisors LLC
✚
|
|
|---|---|
| CRD # | 316716 |
| SEC # | 801-135240 |
| CIK # | |
| AUM | $4.2 B (2026-03-30) |
| Employees | 35 (40% Investors, 0% Brokers) |
| Phone | 332-322-3220 |
| Address | 299 Park Avenue New York, NY 10171 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 9 | 4.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 9 | 4.2 |
| By Discretionary | ||
| Discretionary | 9 | 4.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 9 | 4.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.7 | |
| United States Persons | 1.5 | |
| Total | 9 | 4.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Polaris Growth Management LLC
✚
|
MA | 4.2 |
|
Truelink Capital Management LLC
✚
|
CA | 4.2 |
|
Garnett Station Partners LLC
✚
|
NY | 4.2 |
|
Star Mountain Fund Management LLC
✚
|
NY | 4.2 |
|
ACON Equity Management LLC
✚
|
DC | 4.2 |
|
Revelar Capital LLC
✚
|
NY | 4.2 |
|
Blue Wolf Capital Partners LLC
✚
|
NY | 4.1 |
|
FFL Partners LLC
✚
|
CA | 4.1 |
|
Altamont Capital Management LP
✚
|
CA | 4.0 |
|
Waterous Energy Fund Management US LLC
✚
|
TX | 4.0 |