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CONCURRENT ASSET MANAGEMENT, LLC
CRD 330657File 801-130625
APPROVED
Filing as of Jul 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.49B
Top 25% of cohort (national)
Discretionary AUM
$2.49B
Clients
3
7,204 accounts
Employees
3
Top 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jul 12, 2024
- Principal office
- 100 S. ASHLEY DRIVE, SUITE 830, TAMPA, FL, 33602
- Phone
- 813-575-2652
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.49B
- Discretionary AUM
- $2.49B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 7,204
- Non-discretionary accounts
- 0
- Total accounts
- 7,204
- AUM per client
- $828.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 1 | $2.44B |
| Pooled investment vehicles | 2 | $43.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.