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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

ACCORDANT INVESTMENTS LLC

CRD 325678

SCOTTSDALE, AZ

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Search this name across graphsid dfx:ria:c81ea4be-b5a1-a77d-c928-2f895ab1c10c

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 5
On other graphs: 1
Observed: Apr 24, 2023 to Mar 25, 2026
10 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Real Estate Fundsidentity

Accordant Investments LLC

Real estate fund manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=6.0
Regulatory AUM: $186MItem 5.F on the latest filing (2026-03-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $186M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $93.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 17
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2
Private funds: 1Schedule D 7.B(1)
SEC number: 801-128031
CRD: 325678
Filings on the tape: 10
First filed: Apr 24, 2023
Latest filed: Mar 25, 2026
Organised: Limited Liability Company, DE
Website: accordantinvestments.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
FRANKLIN DAVID CROWDER	n/a	Colleyville, TX \| SCOTTSDALE, AZ	2	26	4	yes
ADAM SCOTT LIEBMAN	n/a	SCOTTSDALE, AZ \| Chappaqua, NY	1	12	2	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Bowen, Michelle, L.	CHIEF FINANCIAL OFFICER	Na	yes	08/2023	Sep 13, 2023	Mar 26, 2024
EMPHASIS CAPITAL LLC	SOLE OWNER	E	yes	04/2023	Apr 24, 2023	Mar 26, 2024
Madan, Puja	CHIEF COMPLIANCE OFFICER	Na	yes	04/2023	Apr 24, 2023	Mar 26, 2024
PRVWLTH MANAGEMENT LLC	Owner	F	yes	04/2023	Apr 24, 2023	Mar 26, 2024
STARK, GREG, J	SOLE MEMBER	E	yes	08/2023	Apr 24, 2023	Mar 26, 2024
STARK, GREG, J	CHIEF EXECUTIVE OFFICER	Na	yes	04/2023	Apr 24, 2023	Mar 26, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
IDR INVESTMENT MANAGEMENT, LLC	n/a	Asset manager	$10B	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 25, 2026	$186M	$186M	17	4	1	n/a
2024	Mar 25, 2025	$52.2M	$52.2M	15	4	1	n/a
2023	Mar 26, 2024	$35.6M	$35.6M	12	4	1	$0

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	50.0%	0	1	0	3	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$186M	$52.2M	257.4%	n/a	n/a	17	15	0	0

Relationships

Affiliated with (2)

← IDR INVESTMENT MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ IDR INVESTMENT MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV

Registered with (3)

← ADAM SCOTT LIEBMANAdvisorregistration: current employment
May 16, 2025 to presentfactForm ADV
← FRANKLIN DAVID CROWDERAdvisorregistration: current employment
Mar 27, 2024 to presentfactForm ADV
← BLAISE GRIPPAAdvisorregistration: previous registration
Apr 9, 2024 to Aug 5, 2026factForm ADV

Controls (5)

← STARK, GREG, JOwnerSOLE MEMBER, ownership code E, individual
Apr 24, 2023 to Mar 26, 2024factForm ADV
← Madan, PujaOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Apr 24, 2023 to Mar 26, 2024factForm ADV
← Bowen, Michelle, L.OwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Sep 13, 2023 to Mar 26, 2024factForm ADV
← EMPHASIS CAPITAL LLCOwnerSOLE OWNER, ownership code E, domestic entity
Apr 24, 2023 to Mar 26, 2024factForm ADV
← PRVWLTH MANAGEMENT LLCOwnerOWNER, ownership code F, domestic entity
Apr 24, 2023 to Mar 26, 2024factForm ADV

Dated events

Occurred
Aug 5, 2026
Advisor changed firm
Blaise Grippa left Accordant Investments Llc for Pgim Investments Llc (registered 2026-08-12)
Form ADVobserved 4 days ago
Occurred
Oct 9, 2025
Regulatory AUM changed
Accordant Investments Llc reported RAUM $164.0M, up 214% from $52.2M (2025-05-16 to 2025-10-09)
Form ADVobserved 4 days ago
$112M
Occurred
Sep 13, 2023
Control person left
Jeff Holland (President) no longer on Schedule A of Accordant Investments Llc (listed 2023-08-03, absent 2023-09-13)
Form ADVobserved 4 days ago
Occurred
Sep 13, 2023
Control person joined
L. Michelle Bowen (Cfo) appeared on Schedule A of Accordant Investments Llc
Form ADVobserved 4 days ago
Occurred
Apr 24, 2023
First Form ADV filing
Accordant Advisors Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c81ea4be-b5a1-a77d-c928-2f895ab1c10c
First observed: Apr 24, 2023
Last observed: Mar 25, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ACCORDANT INVESTMENTS LLC

CRD 325678

SCOTTSDALE, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c81ea4be-b5a1-a77d-c928-2f895ab1c10c

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:23 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

FRANKLIN DAVID CROWDER

n/a

Colleyville, TX | SCOTTSDALE, AZ

yes

ADAM SCOTT LIEBMAN

n/a

SCOTTSDALE, AZ | Chappaqua, NY

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Bowen, Michelle, L.

CHIEF FINANCIAL OFFICER

yes

08/2023

Sep 13, 2023

Mar 26, 2024

EMPHASIS CAPITAL LLC

SOLE OWNER

yes

04/2023

Apr 24, 2023

Mar 26, 2024

Madan, Puja

CHIEF COMPLIANCE OFFICER

yes

04/2023

Apr 24, 2023

Mar 26, 2024

PRVWLTH MANAGEMENT LLC

Owner

yes

04/2023

Apr 24, 2023

Mar 26, 2024

STARK, GREG, J

SOLE MEMBER

yes

08/2023

Apr 24, 2023

Mar 26, 2024

STARK, GREG, J

CHIEF EXECUTIVE OFFICER

yes

04/2023

Apr 24, 2023

Mar 26, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

IDR INVESTMENT MANAGEMENT, LLC

n/a

Asset manager

$10B

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 25, 2026

$186M

n/a

2024

Mar 25, 2025

$52.2M

n/a

2023

Mar 26, 2024

$35.6M

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

50.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$186M

$52.2M

257.4%

n/a