Concurrent Investment Advisors, LLC
● SEC registered since 2022CRD 323135SEC# 801-126555Tampa, FL
Reg. AUM
$15.73B
Employees
188
Accounts
41,105
Location
Tampa, FL
Concurrent Investment Advisors, LLC assets under management
Concurrent Investment Advisors, LLC is a registered investment adviser overseen by the SEC based in Tampa, FL. The firm has been registered since 2022. It reports $15.7 billion in regulatory assets under management and employs 188 people.
Concurrent Investment Advisors, LLC owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Ellison Control | Chief Financial Officer | Under 5% | 2024 |
| Concurrent Partnership Holdings, LLC Control | Managing Member | Over 75% | 2022 |
| Courtney Tara Haddad Control | Chief Compliance Officer | Under 5% | 2022 |
See all 13 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Concurrent Investment Advisors, LLC manage?
Concurrent Investment Advisors, LLC reports $15.7 billion in regulatory assets under management on its Form ADV.
How many employees does Concurrent Investment Advisors, LLC have?
Concurrent Investment Advisors, LLC reports 188 employees.
Where is Concurrent Investment Advisors, LLC located?
Concurrent Investment Advisors, LLC is based in Tampa, FL and has been SEC-registered since 2022.
Does Concurrent Investment Advisors, LLC disclose fund performance?
Concurrent Investment Advisors, 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 | 813-709-8800 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$15.73B▲ 151%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 6%
Larger than 94% of 16,271 advisers
EmployeesTop 4%
More than 96% of 16,825 advisers
Assets under management
$15.73Bregulatory AUM
Discretionary $12.8BNon-discretionary $2.92B