CONCURRENT ASSET MANAGEMENT, LLC of TAMPA, FL is an SEC-registered investment adviser (CRD 330657). Regulatory assets under management: $2.5B.
Compensation: % of AUM, Fixed.
Clients served: High net worth, Pooled vehicles, Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| Courtney Tara Haddad | CHIEF COMPLIANCE OFFICER | — |
| Eduardo Augsten | MEMBER, PRESIDENT | — |
| Nathan Matthew Lenz | CHIEF EXECUTIVE OFFICER; MANAGER | — |
| Scott Alexander Steele | FOUNDING PARTNER; MANAGER | — |
| Kevin Ray Mcfarland | FOUNDING PARTNER; MANAGER | — |
| Leah Rebecca Bennett | CHIEF INVESTMENT STRATEGIST | — |
| LENZ THOMAS MATTHEW | CHIEF EXECUTIVE OFFICER; MANAGER | — |
| STEELE SCOTT ALEXANDER | FOUNDING PARTNER; MANAGER | — |
| Haddad Courtney Tara | CHIEF COMPLIANCE OFFICER | — |
| AUGSTEN EDUARDO | MEMBER, PRESIDENT | — |
| MCFARLAND KEVIN | FOUNDING PARTNER; MANAGER | — |
| MCFARLAND KEVIN RAY | FOUNDING PARTNER; MANAGER | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| CONCURRENT PRIVATE MARKETS OPPORTUNITIES FUND, LLC | Private Equity Fund | Delaware | 47 | $35.0M | $250K |
| CONCURRENT SERIES FEEDER FUND, LLC - GROWTH FUND I | Private Equity Fund | Illinois | 17 | $8.8M | $250K |
| City | State | Employees | Phone |
|---|---|---|---|
| HOUSTON | TX | 1 | (346) 766-0334 |