CONCORD MANAGEMENT SERVICES, LLC

Overview

Concord Management Services, LLC is a privately held investment adviser focused on managing pooled investment vehicles for institutional clients. The firm acts as sponsor, general partner and managing member of its funds, concentrating on private market strategies rather than retail wealth management. Concord charges both AUM-based and performance-based fees and does not position itself as a separate capital allocator; its principal activity is active portfolio management of its pooled vehicles. Concord registered with the SEC in 2019 and is organized as a limited liability company under domestic ownership. The firm is not an active ESG investor, does not operate as a multi-state adviser, and does not provide pension consulting. Its client base is institutional and its managed vehicles are structured primarily as private equity funds.

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