Concurrent Asset Management, LLC

Overview

Concurrent Asset Management, LLC is an SEC-registered limited liability company that presents itself operationally as a private equity–classified adviser while offering a broader set of portfolio management services. The firm filed for SEC registration in 2024 and reports a client base focused on institutional investors, though its stated advisory activities also cover portfolio management for individuals/small businesses, pooled investment vehicles, and other institutions. Its business model includes selecting third‑party advisers, indicating a mix of internal management and outsourced manager relationships. Fee arrangements include both a percentage-of-assets component and fixed fees. Concurrent does not characterize itself as an active ESG investor, is not a multi-state adviser, and is not identified as a capital allocator. Industry affiliations noted in regulatory disclosures include relationships with another investment adviser and an insurance company.

Assets & Accounts

Investments & Alternatives