# CONCURRENT ASSET MANAGEMENT, LLC

CONCURRENT ASSET MANAGEMENT, LLC of TAMPA, FL is an SEC-registered investment adviser.

## Registration

- CRD: 330657
- Type: SEC-registered investment adviser
- SEC file number: 801-130625
- Location: 100 S. ASHLEY DRIVE, SUITE 830, TAMPA, FL, 33602
- Phone: 813-575-2652
- Latest filing: 2026-07-23
- Regulatory AUM: $2.5B
- Discretionary AUM: $2.5B
- Clients: 3
- Accounts: 7,204

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Pooled vehicles, Charities, Investment cos

## Officers, owners & control persons (12)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/330657/brochure
- Similar advisers: https://search.stillhousedata.com/firm/330657/similar
- Related entities: https://search.stillhousedata.com/firm/330657/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/330657

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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.