Nathan Matthew Lenz
Chief Executive OfficerConcurrent Investment Advisors, LLCCRD 5355530
About Nathan Matthew Lenz
Nathan Matthew Lenz is listed as Chief Executive Officer at Concurrent Investment Advisors, LLC in Tampa, FL. Form ADV reports a beneficial ownership band of Under 5%. Nathan Matthew Lenz is associated with 5 registered advisers.
Reported ownership
Owns Under 5% of Concurrent Investment Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Nathan Matthew Lenz work?
Nathan Matthew Lenz is listed as Chief Executive Officer at Concurrent Investment Advisors, LLC on SEC Form ADV.
How much of Concurrent Investment Advisors, LLC does Nathan Matthew Lenz own?
Form ADV reports a beneficial ownership band of Under 5%.
Concurrent Investment Advisors, LLC
| Title | Chief Executive Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2022 |
Concurrent Asset Management, LLC
| Title | Chief Executive Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2024 |
Concurrent Investment Advisors, LLC
| Title | Chief Executive Officer |
| Ownership | — |
| Control person | Yes |
| Since | 2023 |
Concurrent Asset Management, LLC
| Title | Manager |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2023 |
Concurrent Asset Management, LLC
| Title | Chief Executive Officer |
| Ownership | — |
| Control person | Yes |
| Since | 2023 |