|
⚲
|
| Concord Advisory Group Ltd
✚
|
|
|---|---|
| CRD # | 107291 |
| SEC # | 801-38219 |
| CIK # | |
| AUM | $32.8 BB (2023-03-27) |
| Employees | 32 (41% Investors, 0% Brokers) |
| Phone | 609-987-9000 |
| Address | 700 Alexander Park Princeton, NJ 08540 |
| Source | [IAPD] [Website] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.2 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 38 | 9.7 |
| (h) Charitable organizations | 51 | 4.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 27 | 4.4 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 31 | 11.2 |
| (n) Other | 38 | 2.4 |
| Total | 190 | 32.8 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 190 | 32.8 |
| Total | 190 | 32.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 31.9 | |
| Total | 190 | 32.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Systematica Investments UK LLP
✚
|
36.3 | |
|
Systematica Investments GP Limited
✚
|
36.3 | |
|
Franklin Mutual Advisers LLC
✚
|
NJ | 35.5 |
|
DWS International GmbH
✚
|
35.1 | |
|
Capital Bank and Trust Company
✚
|
CA | 34.3 |
|
First Sentier Investors Singapore
✚
|
33.6 | |
|
USI Advisors Inc
✚
|
CT | 32.1 |
|
Nomura Asset Management UK Limited
✚
|
31.7 | |
|
NLG Capital Inc
✚
|
VT | 31.4 |
|
Hermes Investment Management Limited
✚
|
29.7 |