ACCORDANT INVESTMENTS LLC
SEC RegisteredSophisticated strategies delivered simply
About the firm
Accordant Investments is purpose-built to help financial advisers deliver the benefits of private real estate investing to clients. The firm offers the Accordant ODCE Index Fund (ODCEX), which tracks the NFI-ODCE Index, providing a simple and economical way to access private real estate. Through strategic partnerships and platform integrations, Accordant has engineered an index fund solution designed to bridge the gap between portfolio theory and practical application.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
The firm offers the Accordant ODCE Index Fund (ODCEX), an index fund that tracks the NFI-ODCE Index, providing access to private real estate. It also provides a platform leveraging analytics, insights, and execution capabilities, along with educational resources and a simplified electronic subscription process available through major platforms on a daily basis.
Who they serve
Financial advisers and their investor clients seeking access to private real estate investments
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 1 | $26M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ACCORDANT INVESTMENTS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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