ACCORD EQUITY ADVISORS LLC
CRD #166977 SEC #801-127245 SAN FRANCISCO, CA (628) 218-7984
SEC Registered Private Funds
Total AUM
$186.2M
Discretionary
$105.4M
Employees
4
Clients
--
Accounts
6
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 18, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BERQUIST, JON, ROBERT | I | MANAGING PARTNER | NA | Control |
| BERQUIST, JON, ROBERT | I | MANAGING PARTNER | NA | Control |
| BERQUIST, JON, ROBERT | I | MANAGING PARTNER | NA | Control |
| BERQUIST, JON, ROBERT | I | MANAGING PARTNER | NA | Control |
| BERQUIST, JON, ROBERT | I | MANAGING PARTNER | NA | Control |
| BERQUIST, JON, ROBERT | I | MANAGING PARTNER | NA | Control |
| BERQUIST, JON, ROBERT | I | MANAGING PARTNER | NA | Control |
| BERQUIST, JON, ROBERT | I | MANAGING PARTNER | NA | Control |
| BERQUIST, JON, ROBERT | I | MANAGING PARTNER | NA | Control |
| CO, DESIDERIO, G. | I | MANAGING PARTNER | NA | Control |
| CO, DESIDERIO, G. | I | MANAGING PARTNER | NA | Control |
| CO, DESIDERIO, G. | I | MANAGING PARTNER | NA | Control |
| CO, DESIDERIO, G. | I | MANAGING PARTNER/CHIEF FINANCIAL OFFICER | NA | Control |
| CO, DESIDERIO, G. | I | MANAGING PARTNER | NA | Control |
| CO, DESIDERIO, G. | I | MANAGING PARTNER/CHIEF FINANCIAL OFFICER | NA | Control |
| CO, DESIDERIO, G. | I | MANAGING PARTNER/CHIEF FINANCIAL OFFICER | NA | Control |
| CO, DESIDERIO, G. | I | MANAGING PARTNER/CHIEF FINANCIAL OFFICER | NA | Control |
| CO, DESIDERIO, G. | I | MANAGING PARTNER/CHIEF FINANCIAL OFFICER | NA | Control |
| HUNT, BRYAN, GERALD | I | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | NA | Control |
| HUNT, BRYAN, GERALD | I | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | NA | Control |
| HUNT, BRYAN, GERALD | I | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | NA | Control |
| HUNT, BRYAN, GERALD | I | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | NA | Control |
| PETERSON, PATRICIA, FAIGAO | I | MANAGING PARTNER/CHIEF OPERATING OFFICER | NA | Control |
| PETERSON, PATRICIA, FAIGAO | I | MANAGING PARTNER/CHIEF OPERATING OFFICER | NA | Control |
| PETERSON, PATRICIA, FAIGAO | I | MANAGING PARTNER/CHIEF OPERATING OFFICER | NA | Control |
| PETERSON, PATRICIA, FAIGAO | I | MANAGING PARTNER/CHIEF OPERATING OFFICER | NA | Control |
| PETERSON, PATRICIA, FAIGAO | I | MANAGING PARTNER/CHIEF OPERATING OFFICER | NA | Control |
| PETERSON, PATRICIA, FAIGAO | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | Control |
| PETERSON, PATRICIA, FAIGAO | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | Control |
| PETERSON, PATRICIA, FAIGAO | I | MANAGING PARTNER/CHIEF OPERATING OFFICER | NA | Control |
| PETERSON, PATRICIA, FAIGAO | I | MANAGING PARTNER/CHIEF OPERATING OFFICER | NA | Control |
| RAMAN, PRABHU | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF INVESTMENTS AND ASSET MANAGEMENT | NA | Control |
| RAMAN, PRABHU | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF INVESTMENTS AND ASSET MANAGEMENT | NA | Control |
| RAMAN, PRABHU | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF INVESTMENTS AND ASSET MANAGEMENT | NA | Control |
| ACCORD GROUP HOLDINGS LLC | DE | MANAGER/MEMBER | E | Control |
| ACCORD GROUP HOLDINGS LLC | DE | MANAGER/MEMBER | E | Control |
| ACCORD GROUP HOLDINGS LLC | DE | MANAGER/MEMBER | E | Control |
| ACCORD GROUP HOLDINGS LLC | DE | MANAGER/MEMBER | E | Control |
| ACCORD GROUP HOLDINGS LLC | DE | MANAGER/MEMBER | E | Control |
| ACCORD GROUP HOLDINGS LLC | DE | MANAGER/MEMBER | E | Control |
| ACCORD GROUP HOLDINGS LLC | DE | MANAGER/MEMBER | E | Control |
| ACCORD GROUP HOLDINGS LLC | DE | MANAGER/MEMBER | E | Control |
| ACCORD GROUP HOLDINGS LLC | DE | MANAGER/MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BERQUIST, JON, ROBERT | I | KB SQUARE LLC | E | Control |
| BERQUIST, JON, ROBERT | I | KB SQUARE LLC | E | Control |
| BERQUIST, JON, ROBERT | I | KB SQUARE LLC | E | Control |
| BERQUIST, JON, ROBERT | I | KB SQUARE LLC | E | Control |
| BERQUIST, JON, ROBERT | I | KB SQUARE LLC | E | Control |
| BERQUIST, JON, ROBERT | I | KB SQUARE LLC | E | Control |
| BERQUIST, JON, ROBERT | I | KB SQUARE LLC | E | Control |
| CO, DESIDERIO, G. | I | MILAGRO GROUP LLC | D | Control |
| CO, DESIDERIO, G. | I | MILAGRO GROUP LLC | D | Control |
| CO, DESIDERIO, G. | I | MILAGRO GROUP LLC | D | Control |
| CO, DESIDERIO, G. | I | MILAGRO GROUP LLC | D | Control |
| CO, DESIDERIO, G. | I | MILAGRO GROUP LLC | D | Control |
| CO, DESIDERIO, G. | I | MILAGRO GROUP LLC | D | Control |
| CO, DESIDERIO, G. | I | MILAGRO GROUP LLC | D | Control |
| CO, LAURA, JOAN | I | MILAGRO GROUP LLC | D | Control |
| CO, LAURA, JOAN | I | MILAGRO GROUP LLC | D | Control |
| CO, LAURA, JOAN | I | MILAGRO GROUP LLC | D | Control |
| CO, LAURA, JOAN | I | MILAGRO GROUP LLC | D | Control |
| CO, LAURA, JOAN | I | MILAGRO GROUP LLC | D | Control |
| CO, LAURA, JOAN | I | MILAGRO GROUP LLC | D | Control |
| CO, LAURA, JOAN | I | MILAGRO GROUP LLC | D | Control |
| KB SQUARE LLC | DE | ACCORD GROUP HOLDINGS LLC | C | Control |
| KB SQUARE LLC | DE | ACCORD GROUP HOLDINGS LLC | C | Control |
| KB SQUARE LLC | DE | ACCORD GROUP HOLDINGS LLC | C | Control |
| KB SQUARE LLC | DE | ACCORD GROUP HOLDINGS LLC | C | Control |
| KB SQUARE LLC | DE | ACCORD GROUP HOLDINGS LLC | C | Control |
| KB SQUARE LLC | DE | ACCORD GROUP HOLDINGS LLC | C | Control |
| KB SQUARE LLC | DE | ACCORD GROUP HOLDINGS LLC | C | Control |
| MILAGRO GROUP LLC | DE | ACCORD GROUP HOLDINGS LLC | C | Control |
| MILAGRO GROUP LLC | DE | ACCORD GROUP HOLDINGS LLC | C | Control |
| MILAGRO GROUP LLC | DE | ACCORD GROUP HOLDINGS LLC | C | Control |
| MILAGRO GROUP LLC | DE | ACCORD GROUP HOLDINGS LLC | C | Control |
| MILAGRO GROUP LLC | DE | ACCORD GROUP HOLDINGS LLC | C | Control |
| MILAGRO GROUP LLC | DE | ACCORD GROUP HOLDINGS LLC | C | Control |
| MILAGRO GROUP LLC | DE | ACCORD GROUP HOLDINGS LLC | C | Control |
Registrations
Federal
IA
Jun 18, 2025 REGISTERED
Notice Filings (2)
CA IL
Address
240 STOCKTON STREET7TH FLOOR
SAN FRANCISCO, CA 94108-5324
United States
Phone: (628) 218-7984