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| Accordant Investments LLC
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|---|---|
| CRD # | 325678 |
| SEC # | 801-128031 |
| CIK # | 0001988733 |
| AUM | 186.4 M (2026-03-25) |
| Employees | 17 (24% Investors, 35% 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 | AUM |
|---|---|---|---|---|
| RE | Accordant Real Estate Growth Fund | [2024-01-26] | 13.8 M | 13.6 M |
| Filed 2026-02-17 (D/A) · Exemption 506(b), 3(c), 3(c)(5) · Minimum $50,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($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 | 160.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 25.6 |
| (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 | 186.4 |
| By Discretionary | ||
| Discretionary | 2 | 186.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 186.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 186.4 | |
| Total | 2 | 186.4 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Accordant Investments LLC | Promoter | 1 | 1 | |
| Greg Stark | Director | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 3 | [0001988733] | |
| 4 | [0001988733] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Real Estate |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Accordant Investments LLC | |
| Accordant ODCE Index Fund |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Accordant ODCE Index Fund ODCEX
Class A
|
2023-11-01 | Buy | 967 | $10.33 | 9,989 |
|
Accordant ODCE Index Fund ODCEX
Class Y
|
2023-11-01 | Buy | 967 | $10.33 | 9,989 |
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