Asset manager · Tampa, FL
Concurrent Asset Management, LLC
SEC-registered investment adviser · CRD 330657 · SEC 801-130625
At a glance
Concurrent Asset Management, LLC is an SEC-registered investment adviser based in Tampa, Florida, with $2.5 billion in regulatory assets under management as of its Form ADV filed July 23, 2026. Its largest client group by assets is other investment advisers. By Form ADV it is a asset manager, ranked 957th of 3,218 asset managers and 3,189th of 17,210 SEC-registered advisers by assets.
Main office 813-575-2652concurrentam.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.5B
- Rank among asset managers
- #957 of 3,218
- Rank among all SEC RIAs
- #3,189 of 17,210
- Rank in Florida
- #143 of 1,090
- Clients
- 3
- Accounts
- 7,204
- Discretionary
- 100% of AUM
- Employees
- 3
- Advisory staff
- 2
- Offices
- 2
Owners and executives on its Form ADV
- Courtney T. HaddadChief Compliance Officer
- Eduardo AugstenMember, President
- Nathan M. LenzChief Executive Officer
- Leah R. BennettChief Investment Strategist
Custody and brokerage
Broker-dealer
Hybrid RIA
Concurrent Asset Management, LLC is a hybrid RIA: 3 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed July 2026) names Purshe Kaplan Sterling Investments as the broker-dealer its advisers are registered with.
Certain Advisory Persons are also Registered Representatives of Purshe Kaplan Sterling Investments, Inc.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Other investment advisers | 1 | $2.4B | 98% |
| Pooled investment vehicles | 2 | $44M | 2% |
Private funds
Concurrent Asset Management, LLC reports 2 private funds with $44M in gross assets: private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
Concurrent Asset Management, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗concurrentam.com ↗Concurrent Asset Management, LLC news and profile →
AtlasMembers
The full record on Concurrent Asset Management, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 2 years of filings
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- Growth over one, three and five years
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- Rank against 875 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
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Background
Questions
How much does Concurrent Asset Management, LLC manage?
Concurrent Asset Management, LLC reports $2.5 billion in regulatory assets under management across 7,204 accounts, 100% of it on a discretionary basis, on its Form ADV filed July 23, 2026.
What kind of firm is Concurrent Asset Management, LLC?
Concurrent Asset Management, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Concurrent Asset Management, LLC’s clients?
By assets, its largest client types are other investment advisers ($2.4 billion, 1 clients); pooled investment vehicles ($44 million, 2 clients).
Does Concurrent Asset Management, LLC manage private funds?
Yes. It reports 2 private funds with $44 million in gross assets, including private equity funds.
Does Concurrent Asset Management, LLC have any disciplinary history?
Concurrent Asset Management, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Concurrent Asset Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-23), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →