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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Accordant Investments LLC
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|---|---|
| CRD # | 325678 |
| SEC # | 801-128031 |
| CIK # | 0001988733 |
| AUM | $52.2 M (2025-05-16) |
| Employees | 15 (27% Investors, 40% Brokers) |
| Phone | 602-609-2193 |
| Address | 6710 E Camelback Rd, Suite 100 Scottsdale, AZ 85251-2031 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | Accordant Real Estate Growth Fund | [2024-01-26] | 10.6 | 13.6 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 38.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 13.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2 | 52.2 |
| By Discretionary | ||
| Discretionary | 2 | 52.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 52.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 52.2 | |
| Total | 2 | 52.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Accordant Investments LLC | 1 | ||
| Greg Stark | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 3 | [0001988733] | |
| 4 | [0001988733] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| Accordant ODCE Index Fund | |
| Accordant Investments LLC |
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