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 | — |