Firm profile

ACCORDANT INVESTMENTS LLC

SCOTTSDALE, AZCRD 325678Latest ADV March 25, 2026

Accordant Investments LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Scottsdale, AZ. Its latest Form ADV filing, dated March 25, 2026, reports $186M in regulatory assets under management, 17 employees, and 2 accounts.

Assets Under Management
$186M
Employees
17
Offices
--
Total Clients
<5
Primary office
SCOTTSDALE, AZ
6710 E. CAMELBACK RD, SUITE 100, SCOTTSDALE, AZ, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOGreg J. Stark
CCOPuja Madan
CFOJames A. Hime

Advisory services offered

2 types reported
Portfolio management for investment companies
Portfolio management for pooled investment vehicles

Fee models offered

1 types reported
Asset based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentInvestment Cos. represent 50.0% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
50.0%
1
2
Pooled Investment Vehicles
50.0%
1
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$186Mas of March 25, 2026
Discretionary100.0%
$186M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$186M
Total Accounts2
10Y AUM Change+$186M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees17
Clients per Employee0:1
10Y Employee Change+8 (+88.9%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.