RIA Intelligence

CONCURRENT ASSET MANAGEMENT, LLC

CRD #330657 SEC #801-130625 TAMPA, FL 813-575-2652
SEC Registered Private Funds
Total AUM
$2.5B
Discretionary
$2.5B
Employees
3
Clients
--
Accounts
7,202

AUM Over Time

DateNov 2025
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees3
Clients0
DateNov 2025
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees3
Clients0
DateNov 2025
Total AUM$32.9M
Discretionary$32.9M
Non-Disc.$0
Employees3
Clients0
DateSep 2025
Total AUM$32.9M
Discretionary$32.9M
Non-Disc.$0
Employees3
Clients0
DateJun 2025
Total AUM$32.9M
Discretionary$32.9M
Non-Disc.$0
Employees3
Clients0
DateApr 2025
Total AUM$32.9M
Discretionary$32.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2025
Total AUM$32.9M
Discretionary$32.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2025
Total AUM$32.9M
Discretionary$32.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0