Form D · Private Equity Fund

Accord Catalyst Holdings, L.P.

San Francisco, CA · CIK 0001825071

Offering snapshot reported Sep 17, 2020 · SEC filing

Reported sold
$1.96M
Indefinite offering
Investors reported
12
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
May 18, 2020
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 17, 2020Initial$1,955,847No comparison12SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06c, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$10K (estimated)
Finders' fees
$0
Form D file number
021-375828

Sales compensation recipients

Scroll to see all columns →

RecipientCRDAssociated broker-dealer
Accord Capital Partners166498JON R. BERQUIST

Source: Form D, filed Sep 17, 2020. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

ACCORD CATALYST HOLDINGS, L.P.

Investment adviser: ACCORD EQUITY ADVISORS LLC

Gross asset value
$1.93M
Beneficial owners
18
ADV minimum commitment
$100K

Reported in Form ADV on Sep 18, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor KPMG LLP SAN FRANCISCO, California, United States
Marketer ACCORD CAPITAL PARTNERS LLC SAN FRANCISCO, California, United States Related to adviser: Yes
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
Yes

KPMG LLP
PCAOB 185

ACCORD CAPITAL PARTNERS LLC
CRD 166498 · SEC 8-69217

Filing source

Form ADV 2128508 · Sep 18, 2026 · Schedule D 7.B.(1), fund 805-6785888555

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Jon R. Berquist Executive, Promoter
Desi G. Co Executive, Promoter
Jeffrey Sobcynski Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
240 Stockton Street 7th Floor
San Francisco, CA, 94108