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| Happy Holidays!! thanks for using AUM13F!! |
| Concurrent Asset Management LLC
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| CRD # | 330657 |
| SEC # | 801-130625 |
| CIK # | |
| AUM | $32.9 M (2025-06-17) |
| Employees | 3 (67% Investors, 100% Brokers) |
| Phone | 813-575-2652 |
| Address | 100 S Ashley Drive Tampa, FL 33602 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Concurrent Private Markets Opportunities Fund LLC | [2024-12-05] | 4.8 | 31.5 |
| PE | Concurrent Series Feeder Fund LLC - Growth Fund I | [2024-12-05] | 0.5 | 1.4 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 32.9 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2 | 32.9 |
| By Discretionary | ||
| Discretionary | 2 | 32.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 32.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 32.9 | |
| Total | 2 | 32.9 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Jason Brown | 109 | ||
| Eric Knauss | 78 | ||
| Ryan Laughon | 50 | ||
| Anya Janeway | 43 | ||
| Molly Herendeen | 42 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Harwood Capital LLP
✚
|
0.1 | |
|
Route 20 Private Wealth Inc
✚
|
FL | 0.1 |
|
Joseph Gunnar & Co LLC
✚
|
NY | 0.0 |
|
Firethorn Partners LLC
✚
|
0.0 | |
|
Emerald Separate Account Management LLC
✚
|
PA | 0.0 |
|
Method Advisors LLC
✚
|
MA | 0.0 |
|
29 Street LLC
✚
|
NY | 0.0 |
|
American Life Agency Inc
✚
|
NY | 0.0 |
|
Dyson Capital Advisors LLC
✚
|
VA | 0.0 |
|
AEON Global Asset Management LLC
✚
|
NY | 0.0 |