CONCORD MANAGEMENT SERVICES, LLC of SUMMIT, NJ is an SEC-registered investment adviser (CRD 292760). Regulatory assets under management: $301.0M.
Compensation: % of AUM, Performance.
Clients served: Investment cos.
| Name | Role | Location |
|---|---|---|
| James Timothy Olsen | MANAGING MEMBER; MANAGING PARTNER / CHIEF COMPLIANCE OFFICER | — |
| Joseph Robert Swedish | PARTNER | — |
| Benson Jose | PARTNER / CHIEF OPERATIONS OFFICER / CHIEF FINANCIAL OFFICER | — |
| JOSE BENSON | PARTNER / CHIEF OPERATIONS OFFICER / CHIEF FINANCIAL OFFICER | — |
| OLSEN JAMES TIMOTHY | MANAGING MEMBER; MANAGING PARTNER / CHIEF COMPLIANCE OFFICER | — |
| SWEDISH JOSEPH ROBERT | PARTNER | — |
| Fund | Type | Formed | Owners | Gross asset value | 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 |