CONCURRENT ASSET MANAGEMENT, LLC

Tampa, United States · CRD 330657

SEC-registered investment adviser since 2024 · limited liability company. It files no 13F, so there are no holdings to show.

Assets managed$2.5bn
Main clients (by assets)Other advisers 98%, Private funds 2%
Private funds2 · $43.8m gross assets
Form ADV · 2026-07-23SEC adviser record

Kindprivate equity
Others nearbyTampa, FL, Houston, TX

As an employer

Staff (Form ADV)3 · 2 in investment roles
Offices in1 country
Private fundsprivate equity 2

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Tampa, FL (main office)United States	United States	about 1
Houston, TXUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.