SourcingSourcing

BONACCORD CAPITAL ADVISORS LLC

C23
CRD 316716·SEC 801-135240·NEW YORK, NY
AUM
$4.19B
$1B+
Est. Revenue
$41.9M
@ 1% on AUM
Est. EBITDA
$12.6M
@ 30% margin
Est. Deal Value
$100.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BONACCORD CAPITAL ADVISORS LLC
CRD
316716
SEC file #
801-135240
EIN
—
DBA names
Bonaccord Capital Partners

Economics

AUM
$4.19B
AUM band
$1B+
AUM trajectory
—
Client mix
Pooled Investment Vehicles9

Operations

Employees (total)
35
Advisory staff (per ADV)
14
Advisory staff (5-yr trend)
—
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
bonaccordcapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
RIDGEPOST CAPITAL LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
11
Control Persons
RIDGEPOST CAPITAL LLC
CAZ INVESTMENTS 2021 LP
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BONACCORDCAPITAL.COM
Rdap Domain Creation Date
2009-12-17T08:51:01Z
Rdap Firm Age Years
17
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Wells Fargo18
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-17T08:51:01Z
Rdap Domain Last Changed
2022-10-12T08:39:06Z
Rdap Nameservers
Ns2.wixdns.netNs3.wixdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (9)

9
AJAY KUMAR CHITKARA
Executive Officer · 2.5%
2480875
COUSSENS, AMANDA, NETHERY
Executive Officer · 2.5%
5750010
DEHESH, FARHAD
Executive Officer · 2.5%
7447083
BRADFORD LARKIN PILCHER
Executive Officer · 2.5%
5065793
SARSFIELD, LUKE, ALOYSIUS
Executive Officer · 2.5%
2384365
ZOOK, CHRISTOPHER, ALAN
Executive Officer · 2.5%
2125318
MAN, ARTHUR
Executive Officer · 2.5%
4402724
RCP ADVISORS 2, LLC
Executive Officer · 2.5%
289963
RICHARDSON, KEVIN, JOHN
Executive Officer · 2.5%
7447224