ACCORDANT INVESTMENTS LLC
CRD #325678 SEC #801-128031 SCOTTSDALE, AZ 602-609-2193
SEC Registered Private Funds
Total AUM
$164M
Discretionary
$164M
Employees
15
Clients
0
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $164M | $164M | $0 | 15 | 0 |
| May 2025 | $52.2M | $52.2M | $0 | 15 | 0 |
| Mar 2025 | $52.2M | $52.2M | $0 | 15 | 0 |
| Mar 2024 | $35.6M | $35.6M | $0 | 12 | 1 |
| Jan 2024 | $30M | $30M | $0 | 10 | 1 |
| Sep 2023 | $30M | $30M | $0 | 10 | 1 |
DateOct 2025
Total AUM$164M
Discretionary$164M
Non-Disc.$0
Employees15
Clients0
DateMay 2025
Total AUM$52.2M
Discretionary$52.2M
Non-Disc.$0
Employees15
Clients0
DateMar 2025
Total AUM$52.2M
Discretionary$52.2M
Non-Disc.$0
Employees15
Clients0
DateMar 2024
Total AUM$35.6M
Discretionary$35.6M
Non-Disc.$0
Employees12
Clients1
DateJan 2024
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees10
Clients1
DateSep 2023
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees10
Clients1