CONCORD MANAGEMENT SERVICES, LLC
CRD #292760 SEC #801-114729 SUMMIT, NJ 212-508-7090
SEC Registered Private Funds
Total AUM
$316.6M
Discretionary
$316.6M
Employees
8
Clients
--
Accounts
5
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $316.6M | $316.6M | $0 | 8 | 5 |
| Mar 2024 | $262.4M | $262.4M | $0 | 8 | 4 |
| Mar 2023 | $270.8M | $270.8M | $0 | 7 | 4 |
| Apr 2022 | $217.5M | $217.5M | $0 | 8 | 0 |
| Mar 2021 | $57.8M | $57.8M | $0 | 10 | 0 |
| Mar 2020 | $49.8M | $49.8M | $0 | 10 | 0 |
| Jul 2019 | $30.1M | $30.1M | $0 | 6 | 0 |
| May 2019 | $30.1M | $30.1M | $0 | 6 | 0 |
| Jan 2019 | $30M | $30M | $0 | 6 | 0 |
DateMar 2025
Total AUM$316.6M
Discretionary$316.6M
Non-Disc.$0
Employees8
Clients5
DateMar 2024
Total AUM$262.4M
Discretionary$262.4M
Non-Disc.$0
Employees8
Clients4
DateMar 2023
Total AUM$270.8M
Discretionary$270.8M
Non-Disc.$0
Employees7
Clients4
DateApr 2022
Total AUM$217.5M
Discretionary$217.5M
Non-Disc.$0
Employees8
Clients0
DateMar 2021
Total AUM$57.8M
Discretionary$57.8M
Non-Disc.$0
Employees10
Clients0
DateMar 2020
Total AUM$49.8M
Discretionary$49.8M
Non-Disc.$0
Employees10
Clients0
DateJul 2019
Total AUM$30.1M
Discretionary$30.1M
Non-Disc.$0
Employees6
Clients0
DateMay 2019
Total AUM$30.1M
Discretionary$30.1M
Non-Disc.$0
Employees6
Clients0
DateJan 2019
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees6
Clients0