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| Concurrent Investment Advisors LLC
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|---|---|
| CRD # | 323135 |
| SEC # | 801-126555 |
| CIK # | 0002001015 |
| AUM | $6.3 BB (2024-08-28) |
| Employees | 131 (96% Investors, 32% Brokers) |
| Phone | 813-575-2652 |
| Address | 100 S Ashley Drive Tampa, FL 33602 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.1 | |
| MSFT | 1,918.2 | 0.1 | |
| NVDA | 399.6 | 0.1 | |
| BROS | 1.8 | 0.1 | |
| AMZN | 1,093.0 | 0.0 | |
| GOOGL | 1,475.1 | 0.0 | |
| LLY | 301.8 | 0.0 | |
| TSLA | 723.4 | 0.0 | |
| PEP | 226.8 | 0.0 | |
| WMT | 335.4 | 0.0 |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,168 | 4.2 |
| (b) Individuals (high net worth individuals) | 185 | 0.3 |
| (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 | 475 | 1.4 |
| (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 | 125 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 18,097 | 6.3 |
| By Discretionary | ||
| Discretionary | 11,268 | 4.7 |
| Non-Discretionary | 6,829 | 1.6 |
| Total | 18,097 | 6.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.3 | |
| Total | 18,097 | 6.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002001015] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Marshfield Associates Inc
✚
|
DC | 6.4 |
|
Mercury Advisory LLC
✚
|
CA | 6.4 |
|
Hantz Financial Services Inc
✚
|
MI | 6.4 |
|
Avantax Planning Partners Inc
✚
|
IA | 6.4 |
|
R M Davis Inc
✚
|
ME | 6.3 |
|
First National Advisers LLC
✚
|
NE | 6.2 |
|
Ceredex Value Advisors LLC
✚
|
FL | 6.2 |
|
BNY Mellon Securities Corporation
✚
|
NY | 6.1 |
|
Maple-Brown Abbott Limited
✚
|
6.1 | |
|
Harbour Investments Inc
✚
|
WI | 6.1 |