PPrivate Fund Data Log in Join · $37/mo

Merchant Wealth Partners, LLC

Managing MemberConcurrent Asset Management, LLC

About Merchant Wealth Partners, LLC

Merchant Wealth Partners, LLC is listed as Managing Member at Concurrent Asset Management, LLC in Tampa, FL. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Concurrent Asset Management, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Merchant Wealth Partners, LLC work?

Merchant Wealth Partners, LLC is listed as Managing Member at Concurrent Asset Management, LLC on SEC Form ADV.

How much of Concurrent Asset Management, LLC does Merchant Wealth Partners, LLC own?

Form ADV reports a beneficial ownership band of 25-50%.

Concurrent Asset Management, LLC

TitleManaging Member
Ownership25-50%
Control personYes
Since2023