Concord Management Services, LLC
● SEC registered since 2019CRD 292760SEC# 801-114729Summit, NJ
Ranks #4,572 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$301M
Fund GAV
$301M
Private funds
7
Employees
2
Accounts
7
Location
Summit, NJ
Concord Management Services, LLC assets under management
Concord Management Services, LLC is an SEC-registered investment adviser based in Summit, NJ. The firm has been registered since 2019. It reports $301 million in regulatory assets under management and employs 2 people. Concord Management Services, LLC manages 7 private funds with combined gross assets of $301 million, including Concord Innovation Fund II, LP. By regulatory assets, it ranks 4,572 of 6,004 private fund managers.
Concord Management Services, LLC private funds
7 funds · $301M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Concord Innovation Fund II, LP | Private Equity | $150.7M | $100K |
| Concord Innovation Fund III LP | Private Equity | $68.4M | $100K |
| Chp Cedar SPV, LLC | Private Equity | $34.1M | $50K |
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Join to unlock · $37/moConcord Management Services, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benson Jose Control | Partner / Chief Operations Officer / Chief Financial Officer | Under 5% | 2018 |
| Concord Health Partners LLC Control | Managing Member | Over 75% | 2017 |
| James Timothy Olsen Control | Managing Partner / Chief Compliance Officer | Under 5% | 2017 |
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Join to unlock · $37/moFrequently asked questions
How much does Concord Management Services, LLC manage?
Concord Management Services, LLC reports $301 million in regulatory assets under management on its Form ADV.
How many private funds does Concord Management Services, LLC manage?
Concord Management Services, LLC manages 7 private funds with combined gross assets of $301 million.
How many employees does Concord Management Services, LLC have?
Concord Management Services, LLC reports 2 employees.
Where is Concord Management Services, LLC located?
Concord Management Services, LLC is based in Summit, NJ and has been SEC-registered since 2019.
Does Concord Management Services, LLC disclose fund performance?
Concord Management Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 25 Deforest Avenue, Suite 108, Summit, NJ 07901 |
| Phone | 212-508-7090 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$301M▼ 5%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
AUM vs fund managersTop 76%
Larger than 24% of 6,004 private-fund managers
Number of fundsTop 33%
More funds than 67% of fund managers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$301Mregulatory AUM
Discretionary $301M