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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 24, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BENNETT, LEAH, REBECCA | I | CHIEF INVESTMENT STRATEGIST | NA | Control |
| BENNETT, LEAH, REBECCA | I | CHIEF INVESTMENT STRATEGIST | NA | Control |
| BENNETT, LEAH, REBECCA | I | CHIEF INVESTMENT STRATEGIST | NA | Control |
| BENNETT, LEAH, REBECCA | I | CHIEF INVESTMENT STRATEGIST | NA | Control |
| BENNETT, LEAH, REBECCA | I | CHIEF INVESTMENT STRATEGIST | NA | Control |
| BENNETT, LEAH, REBECCA | I | CHIEF INVESTMENT STRATEGIST | NA | Control |
| BENNETT, LEAH, REBECCA | I | CHIEF INVESTMENT STRATEGIST | NA | Control |
| BENNETT, LEAH, REBECCA | I | CHIEF INVESTMENT STRATEGIST | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Lenz, Nathan, Matthew | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Lenz, Nathan, Matthew | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Lenz, Nathan, Matthew | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Lenz, Nathan, Matthew | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Lenz, Nathan, Matthew | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Lenz, Nathan, Matthew | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Lenz, Nathan, Matthew | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Lenz, Nathan, Matthew | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Lenz, Nathan, Matthew | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Lenz, Nathan, Matthew | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Lenz, Nathan, Matthew | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Lenz, Nathan, Matthew | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Lenz, Nathan, Matthew | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| AUGSTEN, EDUARDO | I | MEMBER, PRESIDENT | B | Control |
| AUGSTEN, EDUARDO | I | MEMBER, PRESIDENT | B | Control |
| AUGSTEN, EDUARDO | I | MEMBER, PRESIDENT | B | Control |
| AUGSTEN, EDUARDO | I | MEMBER, PRESIDENT | B | Control |
| AUGSTEN, EDUARDO | I | MEMBER, PRESIDENT | B | Control |
| AUGSTEN, EDUARDO | I | MEMBER, PRESIDENT | B | Control |
| AUGSTEN, EDUARDO | I | MEMBER, PRESIDENT | B | Control |
| AUGSTEN, EDUARDO | I | MEMBER, PRESIDENT | B | Control |
| AUGSTEN, EDUARDO | I | MEMBER, PRESIDENT | B | Control |
| AUGSTEN, EDUARDO | I | MEMBER, PRESIDENT | B | Control |
| AUGSTEN, EDUARDO | I | MEMBER, PRESIDENT | B | Control |
| AUGSTEN, EDUARDO | I | MEMBER, PRESIDENT | B | Control |
| AUGSTEN, EDUARDO | I | MEMBER, PRESIDENT | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| Lenz, Nathan, Matthew | I | CONCURRENT PARTNERSHIP HOLDINGS, LLC | F | Control |
| Lenz, Nathan, Matthew | I | CONCURRENT PARTNERSHIP HOLDINGS, LLC | F | Control |
| Lenz, Nathan, Matthew | I | CONCURRENT PARTNERSHIP HOLDINGS, LLC | F | Control |
| Lenz, Nathan, Matthew | I | CONCURRENT PARTNERSHIP HOLDINGS, LLC | F | Control |
| MCFARLAND, KEVIN | I | CONCURRENT PARTNERSHIP HOLDINGS, LLC | F | Control |
| MCFARLAND, KEVIN | I | CONCURRENT FOUNDING PARTNERS, LLC | F | Control |
| MCFARLAND, KEVIN, RAY | I | CONCURRENT PARTNERSHIP HOLDINGS, LLC | F | Control |
| MCFARLAND, KEVIN, RAY | I | CONCURRENT FOUNDING PARTNERS, LLC | F | Control |
| MCFARLAND, KEVIN, RAY | I | CONCURRENT PARTNERSHIP HOLDINGS, LLC | F | Control |
| MCFARLAND, KEVIN, RAY | I | CONCURRENT FOUNDING PARTNERS, LLC | F | Control |
| MCFARLAND, KEVIN, RAY | I | CONCURRENT PARTNERSHIP HOLDINGS, LLC | F | Control |
| MCFARLAND, KEVIN, RAY | I | CONCURRENT FOUNDING PARTNERS, LLC | F | Control |
| STEELE, SCOTT, ALEXANDER | I | CONCURRENT PARTNERSHIP HOLDINGS, LLC | F | Control |
| STEELE, SCOTT, ALEXANDER | I | CONCURRENT PARTNERSHIP HOLDINGS, LLC | F | Control |
| STEELE, SCOTT, ALEXANDER | I | CONCURRENT PARTNERSHIP HOLDINGS, LLC | F | Control |
| STEELE, SCOTT, ALEXANDER | I | CONCURRENT PARTNERSHIP HOLDINGS, LLC | F | Control |
| CONCURRENT FOUNDING PARTNERS, LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | D | Control |
| CONCURRENT FOUNDING PARTNERS, LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | D | Control |
| CONCURRENT FOUNDING PARTNERS, LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | D | Control |
| CONCURRENT FOUNDING PARTNERS, LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | D | Control |
| Lenz, Nathan, Matthew | I | CONCURRENT FOUNDING PARTNERS, LLC | C | Control |
| Lenz, Nathan, Matthew | I | CONCURRENT FOUNDING PARTNERS, LLC | C | Control |
| Lenz, Nathan, Matthew | I | CONCURRENT FOUNDING PARTNERS, LLC | C | Control |
| Lenz, Nathan, Matthew | I | CONCURRENT FOUNDING PARTNERS, LLC | C | Control |
| MERCHANT WEALTH PARTNERS, LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| MERCHANT WEALTH PARTNERS, LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| MERCHANT WEALTH PARTNERS, LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| MERCHANT WEALTH PARTNERS, LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| STEELE, SCOTT, ALEXANDER | I | CONCURRENT FOUNDING PARTNERS, LLC | C | Control |
| STEELE, SCOTT, ALEXANDER | I | CONCURRENT FOUNDING PARTNERS, LLC | C | Control |
| STEELE, SCOTT, ALEXANDER | I | CONCURRENT FOUNDING PARTNERS, LLC | C | Control |
| STEELE, SCOTT, ALEXANDER | I | CONCURRENT FOUNDING PARTNERS, LLC | C | Control |
Registrations
Federal
IA
Nov 24, 2025 REGISTERED
Notice Filings (2)
FL TX
Address
100 S. ASHLEY DRIVESUITE 830
TAMPA, FL 33602
United States
Phone: 813-575-2652