CONCERT CAPITAL MANAGEMENT, INC
Legal name: CONCERT CAPITAL MANAGEMENT
CRD #158763 SEC #801-72666 SAN JOSE, CA 408-856-6224
SEC Registered Disclosures
Total AUM
$27.3M
Discretionary
$27.3M
Employees
6
Clients
--
Accounts
103
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2014 | $25M | $25M | $0 | 7 | 26 |
| Jan 2014 | $25M | $25M | $0 | 7 | 26 |
| Jan 2013 | $6M | $6M | $0 | 7 | 26 |
| Jan 2013 | $6M | $6M | $0 | 7 | 26 |
| Aug 2012 | $27.3M | $27.3M | $0 | 6 | 103 |
| Mar 2012 | $27.3M | $27.3M | $0 | 6 | 103 |
| Jan 2012 | $27.3M | $27.3M | $0 | 6 | 103 |
| Sep 2011 | $30M | $30M | $0 | 10 | -- |
| Aug 2011 | $0 | $0 | $0 | 10 | -- |
DateJan 2014
Total AUM$25M
Discretionary$25M
Non-Disc.$0
Employees7
Clients26
DateJan 2014
Total AUM$25M
Discretionary$25M
Non-Disc.$0
Employees7
Clients26
DateJan 2013
Total AUM$6M
Discretionary$6M
Non-Disc.$0
Employees7
Clients26
DateJan 2013
Total AUM$6M
Discretionary$6M
Non-Disc.$0
Employees7
Clients26
DateAug 2012
Total AUM$27.3M
Discretionary$27.3M
Non-Disc.$0
Employees6
Clients103
DateMar 2012
Total AUM$27.3M
Discretionary$27.3M
Non-Disc.$0
Employees6
Clients103
DateJan 2012
Total AUM$27.3M
Discretionary$27.3M
Non-Disc.$0
Employees6
Clients103
DateSep 2011
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees10
Clients--
DateAug 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--