CONCURRENT ASSET MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$2,486,251,673
Discretionary
$2,486,251,673
Non-discretionary
$0
Firm details
- CRD number
- 330657
- SEC file number
- 801-130625
- Main office
- TAMPA, FL, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.