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 structured as an LLC and operates as a private equity–oriented adviser serving institutional clients. The firm is SEC-registered (2024) and reports a mix of fee arrangements that includes percentage-of-AUM charges alongside fixed fees. Its advisory scope covers discretionary portfolio management for individuals, small businesses, pooled investment vehicles, and institutional/business accounts, plus the selection of third‑party advisers. Concurrent does not identify itself as an active ESG investor and does not present as a multi‑state adviser.