Form D · Investing
Accord Group Holdings LLC
San Francisco, CA · CIK 0001579532
Offering snapshot reported Dec 14, 2020 · SEC filing
- Reported sold
- $3.95M Offering amount: $4M
- Investors reported
- 23 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Nov 30, 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
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Dec 14, 2020 | Initial | $3,950,000 | No comparison | 23 | SEC filing |
| Apr 4, 2017 | Initial | $2,225,000 | No comparison | 18 | SEC filing |
| Apr 22, 2014 | Initial | $2,820,000 | No comparison | 5 | SEC filing |
| Jul 5, 2013 | Initial | $300,000 | No comparison | 4 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $10K (estimated)
- Finders' fees
- $0
- Form D file number
- 021-383145
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Accord Capital Partners | 166498 |
Source: Form D, filed Dec 14, 2020. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
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.
| Name | Reported role |
|---|---|
| Jon R. Berquist | Promoter |
| Desi G. Co | Executive, Promoter |
| Stonington Cox | Director |
| Bryan Hunt | Promoter |
| Jonathan Paul Jackson | Executive |
| Patricia Peterson | Promoter |
| Jeffrey Sobczynski | Executive |
Issuer details
Industry: Investing (See others in industry)
Address:
240 Stockton Street 7 Th Floor
San Francisco, CA, 94108
San Francisco, CA, 94108