CONCURRENT INVESTMENT ADVISORS, LLC of TAMPA, FL is an SEC-registered investment adviser (CRD 323135). Regulatory assets under management: $15.7B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Kevin McFarland | FOUNDING PARTNER | Santa Monica, CA |
| Courtney Tara Haddad | CHIEF COMPLIANCE OFFICER | — |
| Nathan Matthew Lenz | CHIEF EXECUTIVE OFFICER; FOUNDER; MANAGER | — |
| Scott Alexander Steele | FOUNDER; MANAGER | — |
| Joseph Gerard Mcquaid | CHIEF OPERATING OFFICER; CHIEF OPERATIONS OFFICER; MANAGING DIRECTOR, OPERATIONS | — |
| LENZ THOMAS MATTHEW | CHIEF EXECUTIVE OFFICER; FOUNDER; MANAGER (+1 more) | — |
| WINN CHRISTOPHER EDWARD | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| MCQUAID JOSEPH GERARD | MANAGING DIRECTOR, OPERATIONS | — |
| STEELE SCOTT ALEXANDER | FOUNDER; MANAGER; MANAGING MEMBER | — |
| Haddad Courtney Tara | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| MCFARLAND KEVIN | FOUNDING PARTNER | — |
| Andrew Ellison | CHIEF FINANCIAL OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |
| — | civil | — | — | — |