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

Clients

Accounts

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 28, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
JOSE, BENSON	I	PARTNER / CHIEF OPERATIONS OFFICER / CHIEF FINANCIAL OFFICER	NA	Control
JOSE, BENSON	I	PARTNER / CHIEF OPERATIONS OFFICER / CHIEF FINANCIAL OFFICER	NA	Control
JOSE, BENSON	I	PARTNER / CHIEF OPERATIONS OFFICER / CHIEF FINANCIAL OFFICER	NA	Control
JOSE, BENSON	I	PARTNER / CHIEF OPERATIONS OFFICER / CHIEF FINANCIAL OFFICER	NA	Control
JOSE, BENSON	I	PARTNER / CHIEF OPERATIONS OFFICER / CHIEF FINANCIAL OFFICER	NA	Control
JOSE, BENSON	I	PARTNER / CHIEF OPERATIONS OFFICER / CHIEF FINANCIAL OFFICER	NA	Control
JOSE, BENSON	I	PARTNER / CHIEF OPERATIONS OFFICER / CHIEF FINANCIAL OFFICER	NA	Control
JOSE, BENSON	I	PARTNER / CHIEF OPERATIONS OFFICER / CHIEF FINANCIAL OFFICER	NA	Control
JOSE, BENSON	I	PARTNER / CHIEF OPERATIONS OFFICER / CHIEF FINANCIAL OFFICER	NA	Control
OLSEN, JAMES, TIMOTHY	I	MANAGING PARTNER / CHIEF COMPLIANCE OFFICER	NA	Control
OLSEN, JAMES, TIMOTHY	I	MANAGING PARTNER / CHIEF COMPLIANCE OFFICER	NA	Control
OLSEN, JAMES, TIMOTHY	I	MANAGING PARTNER / CHIEF COMPLIANCE OFFICER	NA	Control
OLSEN, JAMES, TIMOTHY	I	MANAGING PARTNER / CHIEF COMPLIANCE OFFICER	NA	Control
OLSEN, JAMES, TIMOTHY	I	MANAGING PARTNER / CHIEF COMPLIANCE OFFICER	NA	Control
OLSEN, JAMES, TIMOTHY	I	MANAGING PARTNER / CHIEF COMPLIANCE OFFICER	NA	Control
OLSEN, JAMES, TIMOTHY	I	MANAGING PARTNER / CHIEF COMPLIANCE OFFICER	NA	Control
OLSEN, JAMES, TIMOTHY	I	MANAGING PARTNER / CHIEF COMPLIANCE OFFICER	NA	Control
OLSEN, JAMES, TIMOTHY	I	MANAGING PARTNER / CHIEF COMPLIANCE OFFICER	NA	Control
SWEDISH, JOSEPH, ROBERT	I	PARTNER	NA	Control
SWEDISH, JOSEPH, ROBERT	I	PARTNER	NA	Control
SWEDISH, JOSEPH, ROBERT	I	PARTNER	NA	Control
SWEDISH, JOSEPH, ROBERT	I	PARTNER	NA	Control
SWEDISH, JOSEPH, ROBERT	I	PARTNER	NA	Control
SWEDISH, JOSEPH, ROBERT	I	PARTNER	NA	Control
SWEDISH, JOSEPH, ROBERT	I	PARTNER	NA
SWEDISH, JOSEPH, ROBERT	I	PARTNER	NA
SWEDISH, JOSEPH, ROBERT	I	PARTNER	NA
CONCORD HEALTH PARTNERS LLC	DE	MANAGING MEMBER	E	Control
CONCORD HEALTH PARTNERS LLC	DE	MANAGING MEMBER	E	Control
CONCORD HEALTH PARTNERS LLC	DE	MANAGING MEMBER	E	Control
CONCORD HEALTH PARTNERS LLC	DE	MANAGING MEMBER	E	Control
CONCORD HEALTH PARTNERS LLC	DE	MANAGING MEMBER	E	Control
CONCORD HEALTH PARTNERS LLC	DE	MANAGING MEMBER	E	Control
CONCORD HEALTH PARTNERS LLC	DE	MANAGING MEMBER	E	Control
CONCORD HEALTH PARTNERS LLC	DE	MANAGING MEMBER	E	Control
CONCORD HEALTH PARTNERS LLC	DE	MANAGING MEMBER	E	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
OLSEN, JAMES, TIMOTHY	I	CONCORD HEALTH PARTNERS LLC	D	Control
OLSEN, JAMES, TIMOTHY	I	CONCORD HEALTH PARTNERS LLC	D	Control
OLSEN, JAMES, TIMOTHY	I	CONCORD HEALTH PARTNERS LLC	D	Control
OLSEN, JAMES, TIMOTHY	I	CONCORD HEALTH PARTNERS LLC	D	Control
OLSEN, JAMES, TIMOTHY	I	CONCORD HEALTH PARTNERS LLC	D	Control
OLSEN, JAMES, TIMOTHY	I	CONCORD HEALTH PARTNERS LLC	D	Control
OLSEN, JAMES, TIMOTHY	I	CONCORD HEALTH PARTNERS LLC	D	Control
OLSEN, JAMES, TIMOTHY	I	CONCORD HEALTH PARTNERS LLC	D	Control

Registrations

Federal

Mar 28, 2025 REGISTERED

Address

25 DEFOREST AVENUE
SUITE 108
SUMMIT, NJ 07901
United States

Phone: 212-508-7090