# CONCERTO ASSET MANAGEMENT, LLC

CONCERTO ASSET MANAGEMENT, LLC of CHARLOTTE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 153091
- Type: SEC-registered investment adviser
- SEC file number: 801-71484
- Location: 6000 FAIRVIEW ROAD, SUITE 1200, CHARLOTTE, NC, 28210
- Phone: 704-552-3671
- Latest filing: 2016-03-23
- Regulatory AUM: $91.1M
- Discretionary AUM: $91.1M
- Clients: 4
- Accounts: 4

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| [ILARIO SCOTT LOUIS](https://search.stillhousedata.com/person/776495) | CHIEF COMPLIANCE OFFICER | — |
| [BOUHUYS JULIA HOLLAND](https://search.stillhousedata.com/person/803787) | CHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER / MANAGING MEMBER | — |
| [BALENTINE KAREN TRAVIS](https://search.stillhousedata.com/person/803788) | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/153091/brochure
- Similar advisers: https://search.stillhousedata.com/firm/153091/similar
- Related entities: https://search.stillhousedata.com/firm/153091/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/153091

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.