AdFi
AE

ACCORD EQUITY ADVISORS LLC

SEC Registered

STRATEGIC INVESTMENT & CAPITAL ADVISORY

SAN FRANCISCO, CAhttps://accord-group.net(628) 218-7984
Assets Under Management
$100M–$500M
Year Founded
2013
Employees
7
Office Locations
1 office
Total Accounts
5

About the firm

Accord harnesses synergistic capabilities to bring an aligned approach to real estate private equity across a range of sectors and geographies. The business was founded in 2013 and is headquartered in San Francisco, with offices in London and Munich, and additional personnel in Chicago and Hong Kong.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

Pooled Vehicles

Areas of expertise

Real Estate Private EquityStrategic InvestmentCapital AdvisoryCo-investmentStructuringValuationInvestor Relations

Services

Strategic Investment: direct investment of capital to align the firm with clients through co-investment and strategic stakes via Accord Equity Advisors LLC. Capital Advisory: structuring expertise, valuation knowledge and investor relationships via Accord Capital Partners (US affiliate), Accord Europe Limited (UK affiliate) and Accord Europe GmbH (European affiliate).

Private funds / alternatives
Real Estate

Who they serve

Client segmentClientsAssets managed
Pension/Profit Sharing Plans5$189M

0 total clients reported on Form ADV.

Leadership

Accord Group Holdings Llc
MANAGER/MEMBER
Laura Joan Co
MEMBER
Desiderio G. Co
MANAGING PARTNER
Desiderio G. Co
MEMBER
Milagro Group Llc
MEMBER
Kb Square Llc
MEMBER
Jon Robert Berquist
SOLE MEMBER
Jon Robert Berquist
MANAGING PARTNER
Patricia Faigao Peterson
MANAGING PARTNER/CHIEF OPERATING OFFICER
Bryan Gerald Hunt
CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER

Office locations

1 office in 1 state
CA
SAN FRANCISCOHQ

Regulatory & compliance

CRD number
#166977
SEC Number
801-127245
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Performance-based
Minimum: $100,000 (waivable)
Asset tierAnnual rate
Management Fee Range0.75%
Management Fee Range1.75%

Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ACCORD EQUITY ADVISORS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched