Concurrent Asset Management, LLC

RIASEC RegisteredEst. 2024

Total AUM

$2.5B

Discretionary

$2.5B

100% of AUM

Avg account

$345K

Accounts

7,204

Employees

Advisory reps

Firm details

Headquarters: Tampa, Florida
CRD number: 330657
Registered since: July 12, 2024
Website: wealthselect.io
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC., GOLDMAN SACHS & CO. LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: Other Investment Advisers98.24%
Pooled Investment Vehicles1.76%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Concurrent Asset Management, LLC is organized as a limited liability company that operates as a private equity fund manager and SEC‑registered adviser (registration year 2024). The firm serves an institutional client base and charges a mix of percentage‑of‑AUM and fixed fees. Its advisory capabilities extend across portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for businesses and institutions, and the selection of other advisers. The firm does not identify as an active ESG investor and is not described as a multi‑state adviser.