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Nathan Matthew Lenz

FounderConcurrent Investment Advisors, LLCCRD 5355530

About Nathan Matthew Lenz

Nathan Matthew Lenz is listed as Founder at Concurrent Investment Advisors, LLC in Tampa, FL. Form ADV reports a beneficial ownership band of Under 5%. Nathan Matthew Lenz is associated with 6 registered advisers.

Reported ownership

Owns Under 5% of Concurrent Investment Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Nathan Matthew Lenz work?

Nathan Matthew Lenz is listed as Founder at Concurrent Investment Advisors, LLC on SEC Form ADV.

How much of Concurrent Investment Advisors, LLC does Nathan Matthew Lenz own?

Form ADV reports a beneficial ownership band of Under 5%.

Concurrent Investment Advisors, LLC

TitleFounder
OwnershipUnder 5%
Control personYes
Since2022
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Concurrent Asset Management, LLC

TitleChief Executive Officer
OwnershipUnder 5%
Control personYes
Since2024
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Concurrent Investment Advisors, LLC

TitleManager
Ownership25-50%
Control personYes
Since2023
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Concurrent Investment Advisors, LLC

TitleChief Executive Officer
Ownership—
Control personYes
Since2023
View Concurrent Investment Advisors, LLC →

Concurrent Asset Management, LLC

TitleManager
Ownership25-50%
Control personYes
Since2023
View Concurrent Asset Management, LLC →

Concurrent Asset Management, LLC

TitleChief Executive Officer
Ownership—
Control personYes
Since2023
View Concurrent Asset Management, LLC →