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CONCURRENT INVESTMENT ADVISORS, LLC

SEC Form ADV profile.

Total regulatory AUM
$15,727,990,844
Discretionary
$12,803,029,449
Non-discretionary
$2,924,961,395

Firm details

CRD number
323135
SEC file number
801-126555
Main office
TAMPA, FL, United States
Employees
187
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.