DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
A••••• E••••• A••••••• L••
Latest filing Jun 22, 2026
First filing on the tape Dec 22, 2022 · 11 filings
SEC status approved since Jan 20, 2023
RAUM
$194M
reported, Item 5.F
Discretionary
95%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
7
5 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
5
reported on Schedule D
History
11 filings and snapshots on the tape
RAUM$194M as of Jun 22, 2026
Mar 16, 2023$174M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 22, 2026
Mar 16, 20230 then
Employees (5.A)7 as of Jun 22, 2026
Mar 16, 20234 then
Private funds5 as of Jun 22, 2026
Mar 16, 20237 then
RAUM +8.4% over the last fiscal year+3.8% a year over threeIARs 0 to 0offices 0 to 1
Practice profile
derived from the filing of Jun 22, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $38.9MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 95%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +5.7%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Ownership
- controlled by a public reporting companyderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- controlled by a public reporting company (10.A)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$194M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 5reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=6.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
7 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| A••••• C••••••• F•••• L••• | Real Estate Fund | $93.6M | 7 | Dec 22, 2022 |
| A••••• G• C••••••••• O••••••••• I••• L••• | Real Estate Fund | $73.0M | 2 | Dec 22, 2022 |
| A••••• C••••••• V• L•••no longer reported | Real Estate Fund | $4.7M | 19 | Dec 22, 2022 |
| A••••• C••••••• V•• L••• | Real Estate Fund | $2.0M | 9 | Dec 22, 2022 |
| A••••• C••••••• H•••••••• L••• | Real Estate Fund | $1.6M | 18 | Dec 22, 2022 |
| A••••• C••••••• I•• L••• | Real Estate Fund | $925,899 | 16 | Dec 22, 2022 |
| A••••• H••••••••• F••• I• L••• | Real Estate Fund | $160,987 | 6 | Dec 22, 2022 |
Owners and control persons
Schedule A and B, latest filing
- B•••••••• J••• R••••• · Managing Partnercontrolsince 03/2013 · owns less than 5%
- C•• D••••••••• G• · Managing Partner/Chief Financial Officercontrolsince 03/2013 · owns less than 5%
- P•••••••• P•••••••• F••••• · Managing Partner/Chief Operating Officercontrolsince 10/2014 · owns less than 5%
- R••••• P••••• · Chief Compliance Officer/Director Of Investments And Asset Managementcontrolsince 06/2024 · owns less than 5%
- B•••••••• J••• R••••• · Sole Membercontrolsince 12/2007 · owns 75% or more of K• S••••• L••
- C•• D••••••••• G• · Membercontrolsince 08/2003 · owns 50% to 75% of M•••••• G•••• L••
- C•• L••••• J••• · Membercontrolsince 08/2003 · owns 50% to 75% of M•••••• G•••• L••
Entity owners
- A••••• G•••• H••••••• L•• · Manager/Memberdirect · owns 75% or more
- K• S••••• L•• · Memberindirect · owns 25% to 50% of A••••• G•••• H••••••• L••
- M•••••• G•••• L•• · Memberindirect · owns 25% to 50% of A••••• G•••• H••••••• L••
Related persons
Schedule D 7.A
- A••••• C•••••• P••••••• L••broker-dealern
- A••••• E••••• G•••broker-dealern
- A••••• E••••• L••••••broker-dealern
- A•••• I• G•• L••pooled vehicle sponsorn
- A•••• I• G•• L••pooled vehicle sponsorn
- A•• I• G• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Discretionary RAUM · $97.1M to $186MMar 30, 2026 to Jun 22, 2026
- Non-discretionary RAUM · $92.3M to $8.8MMar 30, 2026 to Jun 22, 2026
- Pooled vehicle RAUM · $189M to $194MMar 30, 2026 to Jun 22, 2026
- RAUM · $189M to $194MMar 30, 2026 to Jun 22, 2026
- Accounts · 6 to 5Jun 18, 2025 to Mar 30, 2026
- Advisory employees · 4 to 5Jun 18, 2025 to Mar 30, 2026
- BD registered reps · 4 to 6Jun 18, 2025 to Mar 30, 2026
- Pooled vehicle clients · 6 to 5Jun 18, 2025 to Mar 30, 2026
- Employees · 4 to 7Jun 18, 2025 to Mar 30, 2026
- Other offices · 0 to 1Jun 18, 2025 to Mar 30, 2026
- Discretionary RAUM · $105M to $97.1MJun 18, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $80.8M to $92.3MJun 18, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $186M to $189MJun 18, 2025 to Mar 30, 2026
- RAUM · $186M to $189MJun 18, 2025 to Mar 30, 2026
- Financial planning clients · unset to Mar 26, 2025 to Jun 18, 2025
- Discretionary RAUM · $98.5M to $105MMar 26, 2025 to Jun 18, 2025
- Non-discretionary RAUM · $80.7M to $80.8MMar 26, 2025 to Jun 18, 2025
- Pooled vehicle RAUM · $179M to $186MMar 26, 2025 to Jun 18, 2025
- RAUM · $179M to $186MMar 26, 2025 to Jun 18, 2025
- Private funds · 6 to 5Jul 29, 2024 to Mar 26, 2025
- Discretionary RAUM · $171M to $98.5MJul 29, 2024 to Mar 26, 2025
- Non-discretionary RAUM · $0 to $80.7MJul 29, 2024 to Mar 26, 2025
- Pooled vehicle RAUM · $171M to $179MJul 29, 2024 to Mar 26, 2025
- RAUM · $171M to $179MJul 29, 2024 to Mar 26, 2025
- Accounts · 7 to 6Mar 16, 2023 to Mar 28, 2024
- Pooled vehicle clients · 7 to 6Mar 16, 2023 to Mar 28, 2024
- Private funds · 7 to 6Mar 16, 2023 to Mar 28, 2024
- Discretionary RAUM · $174M to $171MMar 16, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $174M to $171MMar 16, 2023 to Mar 28, 2024
- RAUM · $174M to $171MMar 16, 2023 to Mar 28, 2024
- Discretionary RAUM · $179M to $174MDec 22, 2022 to Mar 16, 2023
- Pooled vehicle RAUM · $179M to $174MDec 22, 2022 to Mar 16, 2023
- RAUM · $179M to $174MDec 22, 2022 to Mar 16, 2023
Signals
3 dated events
- Prabhu Raman (Chief Compliance Officer/Director Of Investments And Asset Management) appeared on Schedule A of A••••• E••••• A••••••• L••Jul 29, 2024 · Control person joined · fact
- Gerald Bryan Hunt (Chief Compliance Officer/Chief Financial Officer) no longer on Schedule A of A••••• E••••• A••••••• L•• (listed 2024-03-28, absent 2024-06-03)Jun 3, 2024 · Control person left · inference
- A••••• E••••• A••••••• L•• filed its initial SEC registration (Form ADV)Dec 22, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/accord-group-holdings-llcreportedpublic record, Form ADV, Sep 18, 2026
- Website
- A•••••-GROUP.NETreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (628) 218-7984reportedpublic record, Form ADV, Jun 22, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
A••••• E••••• A••••••• L•• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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