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| Concurrent Investment Advisors LLC
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|---|---|
| CRD # | 323135 |
| SEC # | 801-126555 |
| CIK # | 0002001015 |
| AUM | 15.73 B (2026-06-01) |
| Employees | 188 (86% Investors, 29% Brokers) |
| Phone | 813-709-8800 |
| Address | 100 S Ashley Drive Tampa, FL 33602 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0002001015 |
| Sector | Form 13F Holdings | Value ($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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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10,259 | 4.0 |
| (b) Individuals (high net worth individuals) | 3,009 | 11.7 |
| (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 | 1 | 0.0 |
| (h) Charitable organizations | 2 | 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 | 6 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 41,105 | 15.7 |
| By Discretionary | ||
| Discretionary | 32,222 | 12.8 |
| Non-Discretionary | 8,883 | 2.9 |
| Total | 41,105 | 15.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 15.7 | |
| Total | 41,105 | 15.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002001015] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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