| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Concord Innovation Fund II, LP | Private Equity | $205M | $100K |
| Concord Innovation Fund III LP | Private Equity | $41.4M | $100K |
| Aha Innovation Development Fund, LP | Private Equity | $34.3M | $250K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Benson Jose Control | Partner / Chief Operations Officer / Chief Financial Officer | Under 5% | 2018 |
| Concord Health Partners LLC Control | Managing Member | Over 75% | 2017 |
| James Timothy Olsen Control | Managing Partner / Chief Compliance Officer | Under 5% | 2017 |
Concord Management Services, LLC reports $316.6 million in regulatory assets under management on its Form ADV.
Concord Management Services, LLC manages 5 private funds with combined gross assets of $316.6 million.
Concord Management Services, LLC reports 8 employees.
Concord Management Services, LLC is based in Summit, NJ and has been SEC-registered since 2019.
Concord Management Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 25 Deforest Avenue, Suite 108, Summit, NJ 07901 |
| Phone | 212-508-7090 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $316.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $316.6M |