ACCORDANT INVESTMENTS LLC

RIASEC RegisteredEst. 2023
Total AUM
$186M
Discretionary
$186M
100% of AUM
Avg account
$93.2M
Accounts
2
Employees
17
Advisory reps
6

Firm details

Headquarters
Scottsdale, Arizona
CRD number
325678
Registered since
June 20, 2023
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • GREG STARK

    Chief Executive OfficerCRD 4422866

  • PUJA MADAN

    General Counsel and Chief Compliance OfficerCRD 5163627

  • JAMES HIME

    Chief Financial OfficerCRD 4926723

Contacts

3 of 3
  • BLAISE GRIPPA

    Executive DirectorCRD 2935973

  • FRANKLIN CROWDER

    Executive DirectorCRD 2324153

  • ADAM LIEBMAN

    Executive DirectorCRD 5074568

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth