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CONCURRENT INVESTMENT ADVISORS, LLC
CRD 323135File 801-126555
APPROVED
Retail clients
Custody
Filing as of Sep 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$15.73B
Top 10% of cohort (national)
Discretionary AUM
$12.80B
Non-discretionary $2.92B
Clients
13,277
41,105 accounts
Employees
187
Top 10% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Sep 8, 2022
- Principal office
- 100 S. ASHLEY DRIVE, SUITE 830, TAMPA, FL, 33602
- Phone
- 813-709-8800
- Website
- https://www.concurrentny.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $15.73B
- Discretionary AUM
- $12.80B
- Non-discretionary AUM
- $2.92B
- Discretionary accounts
- 32,222
- Non-discretionary accounts
- 8,883
- Total accounts
- 41,105
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $20.8M |
| Charitable organizations | Fewer than 5 | $280K |
| High net worth individuals | 3,009 | $11.66B |
| Pension and profit sharing plans | Fewer than 5 | $184K |
| Individuals (other than high net worth individuals) | 10,259 | $4.04B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 1, 2026 | Employees | 188 | 187 | decreased by1 |
| Aug 1, 2026 | Disclosures | Yes | No | |
| May 1, 2026 | Employees | 190 | 188 | decreased by2 |
| Apr 1, 2026 | Employees | 191 | 190 | decreased by1 |
| Apr 1, 2026 | Clients | 10,278 | 13,277 | increased by2,999 |
| Apr 1, 2026 | AUM | $9,901,639,186 | $15,727,990,844 | increased by$5,826,351,658 |
| Apr 1, 2026 | Accounts | 10,278 | 41,105 | increased by30,827 |
| Mar 1, 2026 | Employees | 188 | 191 | increased by3 |
| Mar 1, 2026 | Disclosures | No | Yes | |
| Jan 1, 2026 | Employees | 190 | 188 | decreased by2 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 163 | 190 | increased by27 |
| May 1, 2025 vs Oct 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| May 1, 2025 vs Oct 1, 2022 | Employees | 1 | 163 | increased by162 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | AUM | $0 | $9,901,639,186 | increased by$9,901,639,186 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CONCURRENT INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CONCURRENT INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.