ACCORDANT INVESTMENTS LLC
Adviser information for ACCORDANT INVESTMENTS LLC last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 12 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 4 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2 | $35.6M |
| Non-Discretionary | 0 | $0 |
| Total | 2 | $35.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | <5 | $0 |
| HNW Individuals | <5 | $0 |
| Banking or thrift institutions | <5 | $0 |
| Investment companies | 1 | $29.3M |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 1 | $6.3M |
| Pension and profit sharing plans | <5 | $0 |
| Charitable organizations | <5 | $0 |
| State or municipal gov entities | <5 | $0 |
| Other investment advisers | <5 | $0 |
| Insurance companies | <5 | $0 |
| Sovereign wealth funds and foreign official institutions | <5 | $0 |
| Corporations or other businesses | <5 | $0 |
| Other | <5 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for investment companiesPortfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-128031 |
|---|---|
| SEC ERA File Number | 801-128031 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 325678 |
| Legal Entity Identifier | None |
Principal Office
6710 E. CAMELBACK RD, SUITE 100SCOTTSDALE
AZ
United States
Monday - Friday, 9AM-5PM
Tel: 602-609-2193, Fax: None
Chief Compliance Officer
PUJA MADAN
GENERAL COUNSEL
6710 E. CAMELBACK ROAD
SUITE 100
SCOTTSDALE
AZ
United States
Tel:
6234198993
P*********@***********************M
(Full email address available in API data)
Industry Affiliates
| IDR INVESTMENT MANAGEMENT, LLC | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| ACCORDANT REAL ESTATE GROWTH FUND | Real Estate Fund | $0.0M | $0.1M | 0 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Madan, Puja | Individual | – | CHIEF COMPLIANCE OFFICER | 04/2023 | < 5% |
| EMPHASIS CAPITAL LLC | Domestic Entity | – | SOLE OWNER | 04/2023 | > 75% |
| STARK, GREG, J | Individual | – | CHIEF EXECUTIVE OFFICER | 04/2023 | < 5% |
| PRVWLTH MANAGEMENT LLC | Domestic Entity | EMPHASIS CAPITAL LLC | OWNER | 04/2023 | |
| STARK, GREG, J | Individual | PRVWLTH MANAGEMENT LLC | SOLE MEMBER | 08/2023 | > 75% |
| Bowen, Michelle, L. | Individual | – | CHIEF FINANCIAL OFFICER | 08/2023 | < 5% |