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BONACCORD CAPITAL PARTNERS

NEW YORK, NY · CRD 316716 · IAPD ↗ · bonaccordcapital.com · 332-322-3220

$4.19BRegulatory AUM
14Advisory reps
35Employees
0Clients
n/aPlanning clients
9Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
April 2026 — BONACCORD CAPITAL ADVISORS LLC is now doing business as BONACCORD CAPITAL PARTNERS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
85
March 2026 — BONACCORD CAPITAL ADVISORS LLC (NEW YORK, NY) is newly SEC-registered with $4.30B RAUM and 14 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.