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| Concurrent Asset Management LLC
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|---|---|
| CRD # | 330657 |
| SEC # | 801-130625 |
| CIK # | 0002107658 |
| AUM | 2,486.3 M (2026-06-16) |
| Employees | 3 (67% Investors, 100% Brokers) |
| Phone | 813-575-2652 |
| Address | 100 S Ashley Drive Tampa, FL 33602 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0002107658 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.3 | ||
| Nvidia Corp | 0.2 | ||
| Microsoft Corp | 0.2 | ||
| Amazon Com Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| SPDR Gold Trust | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Wal Mart Stores Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Facebook Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Johnson & Johnson | 0.0 | ||
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| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Concurrent Private Markets Opportunities Fund LLC | [2024-12-05] | 32.6 M | 35.0 M |
| Filed 2025-11-12 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | Concurrent Series Feeder Fund LLC - Growth Fund I | [2024-12-05] | 6.7 M | 8.8 M |
| Filed 2025-11-12 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 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 | 0.0 |
| (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 | 1 | 2.4 |
| (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 | 7,204 | 2.5 |
| By Discretionary | ||
| Discretionary | 7,204 | 2.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 7,204 | 2.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.5 | |
| Total | 7,204 | 2.5 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Jason Brown | Executive Officer | 114 | 8 | |
| Eric Knauss | Executive Officer | 81 | 6 | |
| Ryan Laughon | Executive Officer | 54 | 6 | |
| Anya Janeway | Executive Officer | 47 | 6 | |
| Molly Herendeen | Executive Officer | 45 | 5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0002107658] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Fund Types | Private Equity |
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