| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Accord Catalyst Fund, L.P. | Real Estate | $105.4M | $100K |
| Accord GP Co-Investment Opportunity III, L.P. | Real Estate | $72.7M | $100K |
| Accord Catalyst IV, L.P. | Real Estate | $2.4M | $100K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Accord Group Holdings LLC Control | Manager/Member | Over 75% | 2013 |
| Desiderio G. Co Control | Managing Partner/Chief Financial Officer | Under 5% | 2013 |
| Jon Robert Berquist Control | Managing Partner | Under 5% | 2013 |
Accord Equity Advisors LLC reports $186.2 million in regulatory assets under management on its Form ADV.
Accord Equity Advisors LLC manages 5 private funds with combined gross assets of $183.4 million.
Accord Equity Advisors LLC reports 4 employees.
Accord Equity Advisors LLC is based in San Francisco, CA and has been SEC-registered since 2023.
Accord Equity Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 240 Stockton Street, 7th Floor, San Francisco, CA 94108-5324 |
| Phone | (628) 218-7984 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1825071 |
| Discloses disciplinary history | No |
| Discretionary | $105.4M |
| Non-discretionary | $80.8M |
| Total (RAUM) | $186.2M |