| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Concurrent Private Markets Opportunities Fund, LLC | Private Equity | $31.5M | $250K |
| Concurrent Series Feeder Fund, LLC - Growth Fund I | Private Equity | $1.4M | $250K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Concurrent Partnership Holdings, LLC Control | Managing Member | Over 75% | 2024 |
| Courtney Tara Haddad Control | Chief Compliance Officer | Under 5% | 2024 |
| Eduardo Augsten Control | Member, President | 10-25% | 2024 |
Concurrent Asset Management, LLC reports $32.9 million in regulatory assets under management on its Form ADV.
Concurrent Asset Management, LLC manages 2 private funds with combined gross assets of $32.9 million.
Concurrent Asset Management, LLC reports 3 employees.
Concurrent Asset Management, LLC is based in Tampa, FL and has been SEC-registered since 2024.
Concurrent Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 100 S. Ashley Drive, Suite 830, Tampa, FL 33602 |
| Phone | 813-575-2652 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $32.9M |
| Non-discretionary | $0 |
| Total (RAUM) | $32.9M |