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CONCURRENT ASSET MANAGEMENT, LLC

CRD 330657 · SEC 801-130625

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100 S. ASHLEY DRIVE, SUITE 830, TAMPA, FL, 33602, United States

Phone

813-575-2652

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.49B

Discretionary AUM

$2.49B

Team

3 total employees; 2 advisory reps

Clients

—

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-16

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers

Client types

TypeClientsAUM
Pooled investment vehicles2$43.8M
Other investment advisers1$2.44B

States served

TX, FL

All web addresses on file

Official SEC filing: View on IAPD