# CONCURRENT INVESTMENT ADVISORS, LLC

CONCURRENT INVESTMENT ADVISORS, LLC of TAMPA, FL is an SEC-registered investment adviser.

## Registration

- CRD: 323135
- Type: SEC-registered investment adviser
- SEC file number: 801-126555
- Location: 100 S. ASHLEY DRIVE, SUITE 830, TAMPA, FL, 33602
- Phone: 813-709-8800
- Latest filing: 2026-07-31
- Regulatory AUM: $15.7B
- Discretionary AUM: $12.8B
- Non-discretionary AUM: $2.9B
- Clients: 187
- Accounts: 41,105

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (12)

| 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 | — |


## Disclosures (12)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |
| — | civil | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/323135/brochure
- Similar advisers: https://search.stillhousedata.com/firm/323135/similar
- Related entities: https://search.stillhousedata.com/firm/323135/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/323135

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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.