Concord Asset Management, LLC

Overview

Concord Asset Management, LLC is an institutional registered investment adviser that began SEC registration in 2020. The firm operates as a limited liability company and describes itself as a capital allocator that serves primarily institutional clients while also providing portfolio management for individuals and small businesses. Its advisory scope includes discretionary portfolio management for institutions and individuals, and it explicitly engages in the selection of third‑party advisers. Fee arrangements combine percentage‑of‑AUM billing with fixed fees. Concord identifies a related adviser affiliation and lists industry connections including other investment advisory and accounting relationships. The firm is not positioned as an ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives