Accord Equity Advisors LLC
● SEC registered since 2023CRD 166977SEC# 801-127245San Francisco, CA
Ranks #5,168 of 6,030 private fund managers by regulatory AUM.
Reg. AUM
$194.3M
Fund GAV
$190M
Private funds
5
Employees
7
Accounts
5
Location
San Francisco, CA
Accord Equity Advisors LLC assets under management
Accord Equity Advisors LLC is an investment advisory firm registered with the SEC based in San Francisco, CA. The firm has been registered since 2023. It reports $194.3 million in regulatory assets under management and employs 7 people. Accord Equity Advisors LLC manages 5 private funds with combined gross assets of $190 million, including Accord Catalyst Fund, L.P. By regulatory assets, it ranks 5,168 of 6,030 private fund managers.
Accord Equity Advisors LLC private funds
5 funds · $190M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Accord Catalyst Fund, L.P. | Real Estate | $99.7M | $100K |
| Accord GP Co-Investment Opportunity III, L.P. | Real Estate | $82.5M | $100K |
| Accord Catalyst IV, L.P. | Real Estate | $4.3M | $100K |
| Accord Catalyst Holdings, L.P. | Real Estate | $1.9M | $100K |
| Accord Catalyst VI, L.P. | Real Estate | $1.6M | $100K |
Accord Equity Advisors LLC owners & executives
10 reported| 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 |
| Patricia Faigao Peterson Control | Managing Partner/Chief Operating Officer | Under 5% | 2014 |
| Prabhu Raman Control | Chief Compliance Officer/Director Of Investments And Asset Management | Under 5% | 2024 |
| Desiderio G. Co Control | Member | 50-75% | 2003 |
| Jon Robert Berquist Control | Sole Member | Over 75% | 2007 |
| Kb Square LLC Control | Member | 25-50% | 2013 |
| Laura Joan Co Control | Member | 50-75% | 2003 |
| Milagro Group LLC Control | Member | 25-50% | 2013 |
Frequently asked questions
How much does Accord Equity Advisors LLC manage?
Accord Equity Advisors LLC reports $194.3 million in regulatory assets under management on its Form ADV.
How many private funds does Accord Equity Advisors LLC manage?
Accord Equity Advisors LLC manages 5 private funds with combined gross assets of $190 million.
How many employees does Accord Equity Advisors LLC have?
Accord Equity Advisors LLC reports 7 employees.
Where is Accord Equity Advisors LLC located?
Accord Equity Advisors LLC is based in San Francisco, CA and has been SEC-registered since 2023.
Does Accord Equity Advisors LLC disclose fund performance?
Accord Equity Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$194.3M▲ 8%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,306 advisers
AUM vs fund managersTop 86%
Larger than 14% of 6,030 private-fund managers
Number of fundsTop 40%
More funds than 60% of fund managers
EmployeesTop 51%
More than 49% of 16,824 advisers
Assets under management
$194.3Mregulatory AUM
Discretionary $185.5MNon-discretionary $8.8M
Service providers
Auditor
Administrator