Sponsor Check › Person
Named as an officer, director or promoter on SEC Form D filings · CA · Sep 30, 2009 → Nov 8, 2022
Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:19 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET
Jon R Berquist is listed as an executive officer and promoter on 16 SEC Form D filings by 9 issuers between Sep 2009 and Nov 2022. Largest by amount reported sold: Accord Catalyst Fund, L.P. (San Francisco, CA — pooled investment fund — 2021–2022; $105.3M reported sold to 1 investors), COMPASS PROPERTY PARTNERS INTERNATIONAL II, L.P. (San Francisco, CA — pooled investment fund — 2009–2010; $15M reported sold to 26 investors), ACCORD CATALYST IV, L.P. (Grand Cayman, Cayman Islands (as filed: E9) — pooled investment fund — 2019; $5M reported sold to 7 investors), Accord Group Holdings LLC (San Francisco, CA — investing — 2013–2020; $3.95M reported sold to 23 investors), Accord Catalyst V, L.P. (Chicago, IL — pooled investment fund — 2020; $2.56M reported sold to 12 investors) and 4 more (all listed below).
What this means A repeat sponsor — 9 separate companies raised money with this person listed as executive officer and promoter, over about 13 years. Across those companies the filings report $137.8M sold in total.
Listed alongside Desi G. Co (14 shared filings), Jeffrey Sobczynski (9 shared filings), JONATHAN PAUL JACKSON (7 shared filings), Patricia Peterson (3 shared filings), Bryan Hunt (2 shared filings) and 6 others.
What this means These are the other officers, directors or promoters the companies named on the same forms — the team around Jon. Each name links to their own page.
All 9 issuers belong to the sponsor group Accord Catalyst (10 issuers, $168.5M reported sold, 2009–2023).
What this means A sponsor group is one team that sets up a new company for each deal. Accord Catalyst has 10 companies on file and $168.5M reported sold in total — the group page shows the whole track record in one place.
Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY) — none found.
What this means Nothing turned up where we looked (3 sources). That does not prove there is nothing — it means none was found in those sources on that date.
We compared 16 public filings for Jon R Berquist and found 11 differences, 2 worth asking the sponsor about: Amount sold went down between filings; 6 Form Ds were filed more than 15 days after the first sale; and more below.
What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.
Community search for Jon R Berquist has not run yet — it is joining a line of 53,288 names; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.
Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.
Five things investors ask first. Items still in human review are counted, not shown.
None found in sources searched — federal courts (CourtListener / RECAP), checked Oct 24, 2026
Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:19 AM ET.
State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET
SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Jon R Berquist..
State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).
None found in sources searched — federal bankruptcy courts (CourtListener / RECAP), checked Oct 24, 2026
Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:19 AM ET.
State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
Comparisons cover issuers and sponsor groups — see the issuer pages under Deals
11 differences found between the filings for Jon R Berquist — 2 worth asking about (compared 16 filings on Oct 24, 2026)
United States Bankruptcy Court, N.D. California docket "Markus Trice" filed Nov 8, 2018, closed Dec 16, 2021. Markus Trice (listed on the same filings) is listed as Debtor ("Markus Trice"). Our match estimate: 70%.
What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.
United States Bankruptcy Court, N.D. California docket "Markus Trice" filed Jul 11, 2017, closed Aug 30, 2018. Markus Trice (listed on the same filings) is listed as Debtor ("Markus Trice"). Our match estimate: 70%.
What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.
The Sep 30, 2009 filing says $14,995,000 sold; the Jan 20, 2010 Form D/A says $13,550,000 sold — $1,445,000 less.
What this means Amounts sold normally only go up as a raise continues. A drop can mean investors were refunded, a figure was corrected, or an earlier number was wrong. Ask the sponsor which it was.
Form D filed 92 days after the first sale — Accord Catalyst Fund, L.P. · Form D filed 122 days after the first sale — Accord Catalyst Holdings, L.P. · Form D filed 128 days after the first sale — Accord Catalyst VI, L.P. · Form D filed 96 days after the first sale — Accord Catalyst V, L.P. · Form D filed 149 days after the first sale — ACCORD CATALYST IV, L.P. · and 1 more
What this means Late notices are common and carry no penalty by themselves. A pattern of late paperwork is worth asking the sponsor about.
No amendment in the last 12 months on an offering that may still be open — Accord Group Holdings LLC (latest filing Dec 14, 2020) · No amendment in the last 12 months on an offering that may still be open — Accord Catalyst Holdings, L.P. (latest filing Sep 17, 2020) · No amendment in the last 12 months on an offering that may still be open — Accord Catalyst VI, L.P. (latest filing Mar 27, 2020) · No amendment in the last 12 months on an offering that may still be open — ACCORD CATALYST IV, L.P. (latest filing Nov 6, 2019) · No amendment in the last 12 months on an offering that may still be open — Accord Group Holdings LLC (latest filing Apr 4, 2017) · and 4 more
What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.
The Apr 4, 2017 filing lists Jon R Berquist as executive officer, promoter; the Dec 14, 2020 Form D lists promoter.
What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.
The Apr 22, 2014 filing lists Jon R Berquist as executive officer; the Apr 4, 2017 Form D lists executive officer, promoter.
What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.
The Jul 5, 2022 filing says an indefinite amount offered; the Nov 8, 2022 Form D/A says $105,270,000.
What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.
listed as "Jon R. Berquist" on 15 filings (from Sep 30, 2009), and "Jon Berquist" on the Apr 22, 2014 filing.
What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.
"$1,000,001 - $5,000,000" (Jul 5, 2013); then "$1 - $1,000,000" (Apr 22, 2014); then "Decline to Disclose" (Apr 4, 2017).
What this means This is the size band the issuer picks for itself on the form. A change can mean the business grew or shrank — or that it chose not to say. Ask for current numbers.
The people listed on the Jul 5, 2013 filing give Calistoga, CA; on the Apr 22, 2014 filing they give San Francisco, CA.
What this means Businesses move; this just shows the two places and dates. If you were told one city and the forms say another, ask which is current.
What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. As of Oct 24, 2026.
9 of 12 offerings report sales commissions totalling $228,023; 0 report finder's fees; 1 reports proceeds to related persons totalling $10,000. (includes amounts the issuer reported as estimates)
| Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it | Source |
|---|---|---|---|---|---|
| Nov 8, 2022 D/A Accord Catalyst Fund, L.P. File 021-410580 | $50,000 (est.) | $0 | $0 | Accord Capital Partners BrokerCheck CRD 166498 ↗ via Jon R Berquist | EDGAR ↗ |
| Dec 14, 2020 D Accord Group Holdings LLC File 021-383145 | $10,000 (est.) | $0 | $0 | Accord Capital Partners BrokerCheck CRD 166498 ↗ | EDGAR ↗ |
| Sep 17, 2020 D Accord Catalyst Holdings, L.P. File 021-375828 | $10,000 (est.) | $0 | $0 Certain persons named in Item 3 or affiliates thereof may receive payments deemed to be made from the proceeds of the offering, including management and placement fees. | Accord Capital Partners BrokerCheck CRD 166498 ↗ via JON R. BERQUIST | EDGAR ↗ |
| Mar 27, 2020 D Accord Catalyst VI, L.P. File 021-363816 | $10,000 (est.) | $0 | $0 Certain persons named in Item 3 or affiliates thereof may receive payments deemed to be made from the proceeds of the offering, including management and placement fees. | Accord Capital Partners LLC BrokerCheck CRD 166498 ↗ | EDGAR ↗ |
| Mar 25, 2020 D Accord Catalyst V, L.P. File 021-363675 | $10,000 (est.) | $0 | $0 | Accord Capital Partners LLC BrokerCheck CRD 166498 ↗ | EDGAR ↗ |
| Nov 6, 2019 D ACCORD CATALYST IV, L.P. File 021-352735 | $10,000 (est.) | $0 | $10,000 Certain persons named in Item 3 or affiliates thereof may receive payments deemed to be made from the proceeds of the offering, including management and placement fees. | Accord Capital Partners LLC BrokerCheck CRD 166498 ↗ | EDGAR ↗ |
| Apr 4, 2017 D Accord Group Holdings LLC File 021-284029 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Jan 12, 2016 D ACCORD GP CO-INVESTMENT OPPORTUNITY II, L.P. File 021-254997 | $10,000 (est.) | $0 | $0 | ACCORD CAPITAL PARTNERS LLC BrokerCheck CRD 166498 ↗ | EDGAR ↗ |
| Aug 3, 2015 D ACCORD GP CO-INVESTMENT OPPORTUNITY I, L.P. File 021-244986 | $11,023 (est.) | $0 (est.) | $0 (est.) | ACCORD CAPITAL PARTNERS LLC BrokerCheck CRD 166498 ↗ | EDGAR ↗ |
| Apr 22, 2014 D Accord Group Holdings LLC File 021-215977 | $0 | $0 | $0 | None no CRD number reported | EDGAR ↗ |
| Jul 5, 2013 D Accord Group Holdings LLC File 021-199083 | $0 | $0 | $0 The funds are to be used for ongoing activities. | None no CRD number reported | EDGAR ↗ |
| Jan 20, 2010 D/A COMPASS PROPERTY PARTNERS INTERNATIONAL II, L.P. File 021-125569 | $107,000 (est.) | $0 | $0 (est.) An affiliate of the general partner is entitled to receive annual management fees in an amount equal to a specified percent of assets under management. | N/A no CRD number reported via Kipling Capital Inc. (CRD 41196 ↗) | EDGAR ↗ |
Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.
Counted across every filing this person is listed on (latest filing per offering, per issuer).
Every issuer that named Jon R Berquist on a Form D, newest first. A Form D is the notice a company files after it starts selling a private investment.
Raised $105.3M from 1 investor (100% of the $105.3M target) as of the latest filing. Jon is listed as executive officer on 4 filings for this deal.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
Raised $3.95M from 23 investors (99% of the $4M target) as of the latest filing. Jon is listed as promoter, executive officer on 4 filings for this deal.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Investing / 506(b) (2,521 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
Raised $1.96M from 12 investors as of the latest filing. Jon is listed as executive officer, promoter.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
Raised $900K from 6 investors as of the latest filing. Jon is listed as executive officer, promoter.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
Raised $2.56M from 12 investors (100% of the $2.56M target) as of the latest filing. Jon is listed as executive officer, promoter.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
Raised $5M from 7 investors as of the latest filing. Jon is listed as executive officer.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
Raised $1.31M from 11 investors (57% of the $2.3M target) as of the latest filing. Jon is listed as executive officer, promoter.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
Raised $1.86M from 4 investors (56% of the $3.31M target) as of the latest filing. Jon is listed as executive officer, promoter.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
Raised $15M from 26 investors as of the latest filing. Jon is listed as executive officer on 2 filings for this deal.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.
Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET.
Jeffrey Sobczynski is on 5 issuers in total — a repeat sponsor. Their page lists every one.
JONATHAN PAUL JACKSON is on 7 issuers in total — a repeat sponsor. Their page lists every one.
Listed on the same filings as Jon R Berquist. Their page shows their other deals.
Listed on the same filings as Jon R Berquist. Their page shows their other deals.
Listed on the same filings as Jon R Berquist. Their page shows their other deals.
Listed on the same filings as Jon R Berquist. Their page shows their other deals.
One team, 10 deal companies. Jon R Berquist is listed on 9 of them.
Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Jon R Berquist.
A shared address can mean the same team, a shared office building or a registered agent. It is a lead, not a conclusion.
Individuals are not matched to business registrations — registries list companies, and a name alone is not enough to tie a person to one. Officers and managers appear by name inside each matched company's record on the issuer pages. Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file).
None of the 9 issuers this person is listed on appears in Form ADV (searched 24,962 advisers as of Oct 2, 2026). A person is never an adviser firm; Form ADV is checked for the issuers and the management companies they are listed with.
Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.
Property records are matched to companies only, never to individuals, so none are matched to Jon R Berquist by design. Searched property records in Hillsborough County FL (Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026 + FL DOR 2026 ownership roll), Miami-Dade County FL (FL DOR 2026 ownership roll), Harris County TX (HCAD 2026 ownership roll), Dallas County TX (DCAD 2026 ownership roll), New York City ACRIS documents and PLUTO ownership rows already retrieved for other issuers, Cook County IL sale and ownership rows already retrieved for other issuers (814,874 records as of Oct 23, 2026, 8:59 PM ET) for the 9 issuers this person is listed on — nothing matched.
Websites and social links of the issuers Jon R Berquist is listed on: none on file. No website or social profile named in Accord Catalyst Fund, L.P.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #140,472 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓
One-tap searches on sites we do not index ourselves, with the name pre-filled (San Francisco, CA). Each opens in a new tab; what you find there is not verified by PartnerFacts.
No corrections have been requested for this page.
Free. Logged with status: received → under review → fixed / confirmed with source.
If this is you or your firm, add a sourced explanation next to any fact. Reviewed before publishing.
Members get an email when Jon R Berquist appears on a new Form D, or when a court case or SEC action is matched to them. See plans →