Concurrent Asset Management, LLC
● SEC registered since 2024CRD 330657SEC# 801-130625Tampa, FL
Ranks #1,950 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$2.49B
Fund GAV
$43.8M
Private funds
2
Employees
3
Accounts
7,204
Location
Tampa, FL
Concurrent Asset Management, LLC assets under management
Concurrent Asset Management, LLC is an investment advisory firm registered with the SEC based in Tampa, FL. The firm has been registered since 2024. It reports $2.5 billion in regulatory assets under management and employs 3 people. Concurrent Asset Management, LLC manages 2 private funds with combined gross assets of $43.8 million, including Concurrent Private Markets Opportunities Fund, LLC. By regulatory assets, it ranks 1,950 of 6,004 private fund managers.
Concurrent Asset Management, LLC private funds
2 funds · $43.8M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Concurrent Private Markets Opportunities Fund, LLC | Private Equity | $35M | $250K |
| Concurrent Series Feeder Fund, LLC - Growth Fund I | Private Equity | $8.8M | $250K |
Concurrent Asset Management, LLC owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Concurrent Partnership Holdings, LLC Control | Managing Member | Over 75% | 2024 |
| Courtney Tara Haddad Control | Chief Compliance Officer | Under 5% | 2024 |
| Eduardo Augsten Control | Member, President | 10-25% | 2024 |
See all 13 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Concurrent Asset Management, LLC manage?
Concurrent Asset Management, LLC reports $2.5 billion in regulatory assets under management on its Form ADV.
How many private funds does Concurrent Asset Management, LLC manage?
Concurrent Asset Management, LLC manages 2 private funds with combined gross assets of $43.8 million.
How many employees does Concurrent Asset Management, LLC have?
Concurrent Asset Management, LLC reports 3 employees.
Where is Concurrent Asset Management, LLC located?
Concurrent Asset Management, LLC is based in Tampa, FL and has been SEC-registered since 2024.
Does Concurrent Asset Management, LLC disclose fund performance?
Concurrent Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 100 S. Ashley Drive, Suite 830, Tampa, FL 33602 |
| Phone | 813-575-2652 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.49B▲ 7466%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 20%
Larger than 80% of 16,271 advisers
AUM vs fund managersTop 32%
Larger than 68% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$2.49Bregulatory AUM
Discretionary $2.49B