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Concurrent Investment Advisors, LLC

● SEC registered since 2022CRD 323135SEC# 801-126555Tampa, FL
Export (members)
Reg. AUM
$9.9B
Employees
174
Accounts
10,278
Location
Tampa, FL

Concurrent Investment Advisors, LLC assets under management

Concurrent Investment Advisors, LLC is a registered investment adviser overseen by the SEC based in Tampa, FL. The firm has been registered since 2022. It reports $9.9 billion in regulatory assets under management and employs 174 people.
www.nextretirementsolutions.comView on SEC.gov ↗

Concurrent Investment Advisors, LLC owners & executives

12 reported
NameTitleOwnershipSince
Concurrent Partnership Holdings, LLC ControlManaging MemberOver 75%2022
Courtney Tara Haddad ControlChief Compliance OfficerUnder 5%2022
Joseph Gerard McQuaidChief Operations OfficerUnder 5%2024
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Frequently asked questions

How much does Concurrent Investment Advisors, LLC manage?

Concurrent Investment Advisors, LLC reports $9.9 billion in regulatory assets under management on its Form ADV.

How many employees does Concurrent Investment Advisors, LLC have?

Concurrent Investment Advisors, LLC reports 174 employees.

Where is Concurrent Investment Advisors, LLC located?

Concurrent Investment Advisors, LLC is based in Tampa, FL and has been SEC-registered since 2022.

Does Concurrent Investment Advisors, LLC disclose fund performance?

Concurrent Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address100 S. Ashley Drive, Suite 830, Tampa, FL 33602
Phone813-709-8800
Office hours8:30a.m. To 5:00p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$7.48B
Non-discretionary$2.42B
Total (RAUM)$9.9B