ACCORDANT INVESTMENTS LLC
Firm details
- Headquarters
- Scottsdale, Arizona
- CRD number
- 325678
- Registered since
- June 20, 2023
- Website
- www.accordantinvestments.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies86.28%
- Pooled Investment Vehicles13.72%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Accordant Investments LLC is a compact, institutionally focused adviser that manages pooled investment vehicles with a primary emphasis on real estate strategies. Registered with the SEC in 2023 and organized as a limited liability company, the firm provides portfolio management for investment companies and for pooled investment vehicles. Its business model is fee-based, charging a percentage of assets under management, and its client base is institutional rather than retail. Investment activity centers on real estate exposure supplemented by targeted allocations to commodity and energy-related opportunities. Accordant structures and manages at least one closed or open-ended real estate fund and also accesses third-party managers for alternative exposures. The firm is not positioned as a capital allocator; rather, it blends direct fund management with external manager relationships to implement its asset-class view.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3GREG STARK
Chief Executive OfficerCRD 4422866
PUJA MADAN
General Counsel and Chief Compliance OfficerCRD 5163627
JAMES HIME
Chief Financial OfficerCRD 4926723
Contacts
3 of 3BLAISE GRIPPA
Executive DirectorCRD 2935973
FRANKLIN CROWDER
Executive DirectorCRD 2324153
ADAM LIEBMAN
Executive DirectorCRD 5074568
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Scottsdale, AZ
MARICOPA
Location
Scottsdale, AZ
Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- MARICOPA
- Address
- 6710 E Camelback Rd
- Time zone
- MT (UTC-7)
- Office locations
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