Accordant Investments Llc
- Regulatory AUM
- $186M
- Discretionary
- $186M
- Clients
- 2
- Avg AUM / client
- $93.2M
- Accounts
- 2
- Employees
- 17
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | $0 | — |
| High net worth individuals | Fewer than 5 clients | $0 | — |
| Banking or thrift institutions | Fewer than 5 clients | $0 | — |
| Investment companies | 1 | $161M | 86.3% |
| Pooled investment vehicles (non-investment companies) | 1 | $25.6M | 13.7% |
| Pension and profit sharing plans | Fewer than 5 clients | $0 | — |
| Charitable organizations | Fewer than 5 clients | $0 | — |
| State or municipal government entities | Fewer than 5 clients | $0 | — |
| Other investment advisers | Fewer than 5 clients | $0 | — |
| Insurance companies | Fewer than 5 clients | $0 | — |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | $0 | — |
| Corporations and other businesses | Fewer than 5 clients | $0 | — |
| Other | Fewer than 5 clients | $0 | — |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $0 combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Accordant Real Estate Growth Fund | Real Estate Fund | Delaware | $0 | 0 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Madan, Puja | Chief Compliance Officer | Apr 2023 (3y) | Less than 5% | |
| Stark, Greg, J | Chief Executive Officer | Apr 2023 (3y) | 75% or more of Prvwlth Management Llc (indirect) | |
| Bowen, Michelle, L. | Chief Financial Officer | Aug 2023 (3y) | Less than 5% | |
| Franklin David Crowder | Registered representative | Mar 2024 (2y) | ||
| Blaise Grippa | Registered representative | Apr 2024 (2y) | ||
| Adam Scott Liebman | Registered representative | May 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Emphasis Capital Llc | Sole Owner | Apr 2023 | A | 75% or more |
| Prvwlth Management Llc | Owner | Apr 2023 | B | GP / trustee / elected manager of Emphasis Capital Llc (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $0 gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Accordant Real Estate Growth Fund | Real Estate Fund | $0 | $50.0K | 0 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 1.22 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗