Accord Catalyst is a Private Equity Fund in California, that has raised $1.96 mm from 12 investors, with a minimum investment of $100.00 k, for an equity fund started in May 2020. Data from SEC filing on 17 Sep 2020.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
850976338
SEC advisor number
801-127245
FINRA CRD number
166977
AUM ?
$179.06 mm
(as of 22 Dec 22)
Accounts
7
(as of 22 Dec 22)
Employees
4
(4 investment advisory or research)
Office hours
Monday - Friday, 9 AM - 5 PM
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Accord Group Holdings LLC | Manager/member | 03/2013 | > 75% |
Co, Laura, Joan | Member | 08/2003 | 50-75% |
Co, Desiderio, G. | Managing Partner | 03/2013 | < 5% |
Co, Desiderio, G. | Member | 08/2003 | 50-75% |
Milagro Group LLC | Member | 03/2013 | 25-50% |
KB Square LLC | Member | 03/2013 | 25-50% |
Berquist, Jon, Robert | Sole Member | 12/2007 | > 75% |
Berquist, Jon, Robert | Managing Partner | 03/2013 | < 5% |
Peterson, Patricia, Faigao | Managing Partner/chief Operating Officer | 10/2014 | < 5% |
Hunt, Bryan, Gerald | Chief Compliance Officer/chief Financial Officer | 07/2015 | < 5% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Accord Equity Advisors LLC | $179.06 mm | |
Accord Catalyst Fund, L.P. | $122.80 mm | Real Estate Fund |
Accord Catalyst Holdings, L.P. | $2.95 mm | Real Estate Fund |
Accord Catalyst IV, L.P. | $8.57 mm | Real Estate Fund |
Accord Catalyst V, L.P. | $3.48 mm | Real Estate Fund |
Accord Catalyst VI, L.P. | $2.17 mm | Real Estate Fund |
Accord GP Co-investment Opportunity III, L.P. | $38.67 mm | Real Estate Fund |
Accord Hospitality Fund I, L.P. | $406.71 k | Real Estate Fund |
Latest filings (excl ownership)
Latest ownership filings
No filings