# CONCORD MANAGEMENT SERVICES, LLC

CONCORD MANAGEMENT SERVICES, LLC of SUMMIT, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 292760
- Type: SEC-registered investment adviser
- SEC file number: 801-114729
- Location: 25 DEFOREST AVENUE, SUITE 108, SUMMIT, NJ, 07901
- Phone: 212-508-7090
- Latest filing: 2026-03-31
- Regulatory AUM: $301.0M
- Discretionary AUM: $301.0M
- Clients: 2
- Accounts: 7

## Business model

- Compensation: % of AUM, Performance
- Clients served: Investment cos

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| [James Timothy Olsen](https://search.stillhousedata.com/person/711831) | MANAGING MEMBER; MANAGING PARTNER / CHIEF COMPLIANCE OFFICER | — |
| [Joseph Robert Swedish](https://search.stillhousedata.com/person/711832) | PARTNER | — |
| [Benson Jose](https://search.stillhousedata.com/person/711833) | PARTNER / CHIEF OPERATIONS OFFICER / CHIEF FINANCIAL OFFICER | — |
| [JOSE BENSON](https://search.stillhousedata.com/person/835846) | PARTNER / CHIEF OPERATIONS OFFICER / CHIEF FINANCIAL OFFICER | — |
| [OLSEN JAMES TIMOTHY](https://search.stillhousedata.com/person/852285) | MANAGING MEMBER; MANAGING PARTNER / CHIEF COMPLIANCE OFFICER | — |
| [SWEDISH JOSEPH ROBERT](https://search.stillhousedata.com/person/852286) | PARTNER | — |


## Private funds (7)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| CONCORD INNOVATION FUND II, LP | Private Equity Fund | Delaware | 38 | $150.7M | $100K |
| CONCORD INNOVATION FUND III LP | Private Equity Fund | Delaware | 9 | $68.4M | $100K |
| CHP CEDAR SPV, LLC | Private Equity Fund | Delaware | 19 | $34.1M | $50K |
| AHA INNOVATION DEVELOPMENT FUND, LP | Private Equity Fund | Delaware | 15 | $26.0M | $250K |
| CHP HR SPV, LP | Private Equity Fund | Delaware | 6 | $14.1M | $300K |
| CHP TC SPV, LP | Private Equity Fund | Delaware | 2 | $5.8M | $300K |
| CHP CEDAR SPV II, LLC | Private Equity Fund | Delaware | 16 | $1.9M | $20K |


## Fund service providers (2)

- administrator: IQEQ — 4 funds
- administrator: SS&C — 3 funds

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/292760/brochure
- Similar advisers: https://search.stillhousedata.com/firm/292760/similar
- Related entities: https://search.stillhousedata.com/firm/292760/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/292760

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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.