CONCORD INVESTMENT MANAGEMENT
CRD #111973 SEC #801-57620 NEW YORK, NY 212-759-2375
SEC Registered
Total AUM
$129.5M
Discretionary
$129.5M
Employees
3
Clients
0
Accounts
4
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2021 | $129.5M | $129.5M | $0 | 3 | 4 |
| Jul 2020 | $147M | $147M | $0 | 3 | 5 |
| Mar 2019 | $123.9M | $123.9M | $0 | 3 | 6 |
| Mar 2018 | $197M | $197M | $0 | 5 | 4 |
| Mar 2017 | $222.2M | $222.2M | $0 | 7 | 1 |
| Jul 2016 | $337.4M | $337.4M | $0 | 10 | 1 |
| Mar 2016 | $337.4M | $337.4M | $0 | 10 | 1 |
| Mar 2016 | $337.4M | $337.4M | $0 | 10 | 1 |
| Mar 2016 | $414.5M | $414.5M | $0 | 10 | 1 |
| Mar 2016 | $414.5M | $414.5M | $0 | 10 | 1 |
| Mar 2015 | $414.5M | $414.5M | $0 | 10 | 1 |
| Mar 2015 | $414.5M | $414.5M | $0 | 10 | 1 |
| Mar 2014 | $151.5M | $151.5M | $0 | 10 | 1 |
| Mar 2013 | $151.5M | $151.5M | $0 | 10 | 1 |
| Mar 2012 | $188.9M | $188.9M | $0 | 11 | 1 |
| Mar 2011 | $305.6M | $305.6M | $0 | -- | -- |
| Mar 2011 | $305.6M | $305.6M | $0 | -- | -- |
| May 2010 | $385.8M | $385.8M | $0 | -- | -- |
| Mar 2009 | $4.8B | $4.8B | $0 | -- | -- |
| Apr 2007 | $426.6M | $426.6M | $0 | -- | -- |
| Mar 2004 | $339.8M | $339.8M | $0 | -- | -- |
| Apr 2002 | $532.1M | $532.1M | $0 | -- | -- |
DateApr 2021
Total AUM$129.5M
Discretionary$129.5M
Non-Disc.$0
Employees3
Clients4
DateJul 2020
Total AUM$147M
Discretionary$147M
Non-Disc.$0
Employees3
Clients5
DateMar 2019
Total AUM$123.9M
Discretionary$123.9M
Non-Disc.$0
Employees3
Clients6
DateMar 2018
Total AUM$197M
Discretionary$197M
Non-Disc.$0
Employees5
Clients4
DateMar 2017
Total AUM$222.2M
Discretionary$222.2M
Non-Disc.$0
Employees7
Clients1
DateJul 2016
Total AUM$337.4M
Discretionary$337.4M
Non-Disc.$0
Employees10
Clients1
DateMar 2016
Total AUM$337.4M
Discretionary$337.4M
Non-Disc.$0
Employees10
Clients1
DateMar 2016
Total AUM$337.4M
Discretionary$337.4M
Non-Disc.$0
Employees10
Clients1
DateMar 2016
Total AUM$414.5M
Discretionary$414.5M
Non-Disc.$0
Employees10
Clients1
DateMar 2016
Total AUM$414.5M
Discretionary$414.5M
Non-Disc.$0
Employees10
Clients1
DateMar 2015
Total AUM$414.5M
Discretionary$414.5M
Non-Disc.$0
Employees10
Clients1
DateMar 2015
Total AUM$414.5M
Discretionary$414.5M
Non-Disc.$0
Employees10
Clients1
DateMar 2014
Total AUM$151.5M
Discretionary$151.5M
Non-Disc.$0
Employees10
Clients1
DateMar 2013
Total AUM$151.5M
Discretionary$151.5M
Non-Disc.$0
Employees10
Clients1
DateMar 2012
Total AUM$188.9M
Discretionary$188.9M
Non-Disc.$0
Employees11
Clients1
DateMar 2011
Total AUM$305.6M
Discretionary$305.6M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$305.6M
Discretionary$305.6M
Non-Disc.$0
Employees--
Clients--
DateMay 2010
Total AUM$385.8M
Discretionary$385.8M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees--
Clients--
DateApr 2007
Total AUM$426.6M
Discretionary$426.6M
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$339.8M
Discretionary$339.8M
Non-Disc.$0
Employees--
Clients--
DateApr 2002
Total AUM$532.1M
Discretionary$532.1M
Non-Disc.$0
Employees--
Clients--