AdFi
AI

ACCORDANT INVESTMENTS LLC

SEC Registered

Sophisticated strategies delivered simply

SCOTTSDALE, AZhttps://accordantinvestments.com602-609-2193
Assets Under Management
$100M–$500M
Employees
17
Office Locations
1 office
Total Accounts
2

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.

Investment CompaniesPooled Vehicles

Areas of expertise

Private Real EstateODCE Index FundNfi-odcePortfolio DiversificationAlternative InvestmentsInflation HedgeIndex InvestingFinancial Advisers

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.

Private funds / alternatives
Real Estate

Who they serve

Financial advisers and their investor clients seeking access to private real estate investments

Client segmentClientsAssets managed
Pension/Profit Sharing Plans1$26M

0 total clients reported on Form ADV.

Leadership

Emphasis Capital Llc
SOLE OWNER
Puja Madan
CHIEF COMPLIANCE OFFICER
Greg J Stark
CHIEF EXECUTIVE OFFICER
Prvwlth Management Llc
OWNER
Greg J Stark
SOLE MEMBER
Michelle L. Bowen
CFO

Office locations

1 office in 1 state
AZ
SCOTTSDALEHQ

Advisors at this firm

2 advisors in the directory

Regulatory & compliance

CRD number
#325678
SEC Number
801-128031
Disciplinary History
No
Fee Model & Minimums
Model: AUM

Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

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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