Accord Equity Advisors Llc
- Regulatory AUM
- $194M
- Discretionary
- $186M
- Clients
- 5
- Avg AUM / client
- $38.9M
- Accounts
- 5
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 5 | $194M | 100.0% |
Private funds (6)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $171M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Accord Catalyst Fund, L.P. | Real Estate Fund | Delaware | $93.6M | 7 |
| Accord Gp Co Investment Opportunity Iii, L.P. | Real Estate Fund | Cayman Islands | $73.0M | 2 |
| Accord Catalyst Vi, L.P. | Real Estate Fund | Cayman Islands | $2.0M | 9 |
| Accord Catalyst Holdings, L.P. | Real Estate Fund | Delaware | $1.6M | 18 |
| Accord Catalyst Iv, L.P. | Real Estate Fund | Cayman Islands | $926K | 16 |
| Accord Hospitality Fund I, L.P. | Real Estate Fund | Delaware | $161K | 6 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Co, Desiderio, G. | Managing Partner/Chief Financial Officer | Aug 2003 (23y) | ≈ 9.38% – 37.5% via Milagro Group Llc | |
| Co, Laura, Joan | Member | Aug 2003 (23y) | ≈ 9.38% – 37.5% via Milagro Group Llc | |
| Berquist, Jon, Robert | Sole Member | Dec 2007 (19y) | ≈ 14.06% – 50% via Kb Square Llc | |
| Peterson, Patricia, Faigao | Managing Partner/Chief Operating Officer | Oct 2014 (12y) | Less than 5% | |
| Raman, Prabhu | Chief Compliance Officer/Director Of Investments And Asset Management | Jun 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Accord Group Holdings Llc | Manager/Member | Mar 2013 | A | 75% or more |
| Milagro Group Llc | Member | Mar 2013 | B | ≈ 18.75% – 50% via Accord Group Holdings Llc |
| Kb Square Llc | Member | Mar 2013 | B | ≈ 18.75% – 50% via Accord Group Holdings Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Co, Desiderio, G.: 50% – 75% of Milagro Group Llc × 25% – 50% of Accord Group Holdings Llc × 75% – 100% direct ≈ 9.38% – 37.5% of the firm
- Co, Laura, Joan: 50% – 75% of Milagro Group Llc × 25% – 50% of Accord Group Holdings Llc × 75% – 100% direct ≈ 9.38% – 37.5% of the firm
- Berquist, Jon, Robert: 75% – 100% of Kb Square Llc × 25% – 50% of Accord Group Holdings Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Milagro Group Llc: 25% – 50% of Accord Group Holdings Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Kb Square Llc: 25% – 50% of Accord Group Holdings Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (6, $171M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Accord Catalyst Fund, L.P. | Real Estate Fund | $93.6M | $100K | 7 |
| Accord Gp Co Investment Opportunity Iii, L.P. | Real Estate Fund | $73.0M | $100K | 2 |
| Accord Catalyst Vi, L.P. | Real Estate Fund | $2.0M | $100K | 9 |
| Accord Catalyst Holdings, L.P. | Real Estate Fund | $1.6M | $100K | 18 |
| Accord Catalyst Iv, L.P. | Real Estate Fund | $926K | $100K | 16 |
| Accord Hospitality Fund I, L.P. | Real Estate Fund | $161K | $100K | 6 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/22/2026 | 2.17 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 22, 2026.
View current Form ADV (SEC/IAPD) ↗