Concord Atlantic, Inc.
● SEC registered since 2021CRD 121820SEC# 801-120993
Reg. AUM
$145M
Employees
1
Accounts
50
Location
—
Concord Atlantic, Inc. assets under management
Concord Atlantic, Inc. is an SEC-registered investment adviser. The firm has been registered since 2021. It reports $145 million in regulatory assets under management and employs 1 people.
Concord Atlantic, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Stephen Eugene Moroz Control | Managing Director/Chief Compliance Officer | Over 75% | 1993 |
Frequently asked questions
How much does Concord Atlantic, Inc. manage?
Concord Atlantic, Inc. reports $145 million in regulatory assets under management on its Form ADV.
How many employees does Concord Atlantic, Inc. have?
Concord Atlantic, Inc. reports 1 employees.
Does Concord Atlantic, Inc. disclose fund performance?
Concord Atlantic, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 978-369-6060 |
| Fax | 978-369-3456 |
| Office hours | 8a.m. - 6p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$145M▲ 12%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$145Mregulatory AUM
Discretionary $144MNon-discretionary $1M