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| Keyboard |
| Concord Advisory Group Ltd
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|---|---|
| CRD # | 107291 |
| SEC # | 801-38219 |
| CIK # | |
| AUM | 46.19 B (2026-03-11) |
| Employees | 34 (35% Investors, 0% Brokers) |
| Phone | 609-987-9000 |
| Address | 700 Alexander Park Princeton, NJ 08540 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 3 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (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 | 37 | 18.8 |
| (h) Charitable organizations | 66 | 6.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 26 | 4.4 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 32 | 13.5 |
| (n) Other | 40 | 2.9 |
| Total | 204 | 46.2 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 204 | 46.2 |
| Total | 204 | 46.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.1 | |
| United States Persons | 45.1 | |
| Total | 204 | 46.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Comparable Firms | State | AUM |
|---|---|---|
|
Lightspeed Management Company LLC
✚
|
CA | 50.01 B |
|
Thrivent Asset Management LLC
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MN | 47.99 B |
|
StepStone Group Europe Alternative Investments Limited
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47.29 B | |
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NLG Capital LLC
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VT | 46.55 B |
|
General Catalyst Group Management LLC
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MA | 45.50 B |
|
Chandler Asset Management Inc
✚
|
CA | 45.31 B |
|
MEAG New York Corporation
✚
|
NY | 44.87 B |
|
Franklin Mutual Advisers LLC
✚
|
NJ | 42.59 B |
|
Newton Investment Management Ltd
✚
|
42.39 B | |
|
Sunamerica Asset Management LLC
✚
|
NY | 42.16 B |