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CRD 286208
INDEPENDENCE, OH
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| CORE PROPERTY INDEX MASTER FUND, LLC | Real Estate Fund | $3.1B | Aug 13, 2024 | 3 | Mar 23, 2019 | reported | 021-430065 |
| CORE PROPERTY INDEX TRUST | Real Estate Fund | $706M | Aug 13, 2024 | 11 | Mar 23, 2019 | reported | n/a |
| CORE PROPERTY INDEX FUND, LLC | Real Estate Fund | $49.6M | Aug 13, 2024 | 63 | Dec 6, 2016 | reported | 021-30065 |
| ACCORDANT REAL ESTATE GROWTH FUND | Real Estate Fund | $0 | Aug 13, 2024 | 0 | Jan 26, 2024 | reported | 021-503282 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| EMPHASIS CAPITAL LLC | Member | D | yes | 04/2023 | May 17, 2023 | Aug 13, 2024 |
| IDR HOLDINGS LLC | Member | C | yes | 01/2017 | Aug 13, 2024 | Aug 13, 2024 |
| RANKIN, ROGER, FARNHAM | Member | C | yes | 01/2017 | Dec 6, 2016 | Aug 13, 2024 |
| ZDOLSHEK, GARY, ALBERT | MANAGING MEMBER | D | yes | 01/2017 | Dec 6, 2016 | Aug 13, 2024 |
| ZDOLSHEK, GARY, ALBERT | Ceo | Na | yes | 12/2016 | Dec 6, 2016 | Aug 13, 2024 |
| Cooper, Angela, Marie | CHIEF FINANCIAL OFFICER/ CHIEF COMPLIANCE OFFICER | Na | no | 01/2024 | Mar 28, 2024 | Aug 13, 2024 |
| GARRETT, ZDOLSHEK | CHIEF INVESTMENT OFFICER | Na | no | 12/2016 | Mar 28, 2024 | Aug 13, 2024 |
| Thomas, Brian | HEAD OF ANALYTICS | Na | no | 12/2016 | Mar 28, 2024 | Aug 13, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| ACCORDANT INVESTMENTS LLC | n/a | Asset manager | $186M | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 30, 2026 | $10B | $10B | 15 | 13 | 0 | 6 | n/a |
| 2024 | Mar 28, 2025 | $8.5B | $8.5B | 13 | 10 | 0 | 4 | n/a |
| 2023 | Mar 28, 2024 | $5.1B | $5.1B | 14 | 11 | 0 | 4 | $3.9B |
| 2022 | Mar 29, 2023 | $5.5B | $5.5B | 12 | 11 | 0 | 3 | $5.0B |
| 2021 | Mar 15, 2022 | $3.4B | $3.4B | 11 | 10 | 0 | 3 | $3.4B |
| 2020 | Mar 23, 2021 | $1.6B | $1.6B | 10 | 9 | 0 | 3 | $2.2B |
| 2019 | Mar 17, 2020 | $1.6B | $1.6B | 9 | 8 | 0 | 3 | $3.0B |
| 2018 | Mar 23, 2019 | $1.3B | $1.3B | 9 | 8 | 0 | 3 | $1.3B |
| 2017 | Feb 21, 2018 | n/a | n/a | 8 | 7 | 0 | 1 | $0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $10B | $8.5B | 19.2% | $5.5B | 23.1% | 15 | 13 | 0 | 0 |