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| Concord Management Services LLC
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|---|---|
| CRD # | 292760 |
| SEC # | 801-114729 |
| CIK # | |
| AUM | 301.0 M (2026-03-31) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 212-508-7090 |
| Address | 25 Deforest Avenue Summit, NJ 07901 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | CHP HR SPV LP | 2026-03-31 | 14.1 M | |
| PE | CHP TC SPV LP | 2026-03-31 | 5.8 M | |
| PE | Concord Innovation Fund III LP | [2025-03-28] | 47.8 M | 68.4 M |
| Offered $250,000,000 · Filed 2025-06-25 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $202,160,000 · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | CHP Cedar SPV II LLC | [2022-04-08] | 2.2 M | 1.9 M |
| Offered $2,247,192 · Filed 2021-03-16 (D) · Exemption 506(b) · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Concord Innovation Fund II LP | [2022-04-08] | 158.0 M | 150.7 M |
| Offered $250,000,000 · Filed 2022-09-15 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Minimum $100,000 · Remaining $92,000,000 · Duration More than one year · Commission $75,781 · Revenue Decline to Disclose | ||||
| PE | CHP Cedar SPV LLC | [2021-03-31] | 7.5 M | 34.1 M |
| Offered $10,000,000 · Filed 2020-09-18 (D) · Exemption 506(b) · Remaining $2,500,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | AHA Innovation Development Fund LP | [2019-01-22] | 29.8 M | 26.0 M |
| Offered $50,000,000 · Filed 2019-02-06 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Remaining $20,250,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 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 | 7 | 301.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 7 | 301.0 |
| By Discretionary | ||
| Discretionary | 7 | 301.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 7 | 301.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 301.0 | |
| Total | 7 | 301.0 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| James Olsen | Executive Officer | 10 | 2 | |
| Benson Jose | Executive Officer | 3 | 1 | |
| Concord Management Services LLC | Promoter | 2 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 7 |
| Serves | Institutional |
| Fund Types | Private Equity |
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