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
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 and is registered with the SEC as of 2024. The firm is classified as a private equity fund but also provides advisory services across a range of client types, with an institutional client base and fee arrangements that include percentage-of-AUM and fixed fees. Its stated advisory activities include portfolio management for individuals and small businesses, pooled investment vehicles, and institutions, plus the selection of other advisers. Concurrent identifies as not being an active ESG investor and does not operate as a multi-state adviser. Industry affiliations include other investment advisers and an insurance company.