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Building 2CONCURRENT ASSET MANAGEMENT, LLC

Map pinTAMPA, FL
Phone813-575-2652
NotebookSEC #801-130625
Total AUM
$2.5B
Employees
3
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 S. ASHLEY DRIVE
SUITE 830
TAMPA
FL 33602
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
813-575-2652
Other Offices
1

ReceiptFinancials

Total AUM
$2.5B
Accounts
7,204
Discretionary
$2.5B
Accounts
7,204
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
2
AUM
$43.8M
Investment Advisor Clients
1
AUM
$2.4B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTX

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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