Concord Management Services
Private Equity SEC-registered adviser
Legal name: Concord Management Services, LLC
AUM
$301.0M
Regulatory AUM
Private funds
7
Private Equity 7
Private fund assets
$301.0M
Gross asset value
Employees
2
Last Form D raise
Jun 2025
Most recent fund filing
From SEC Form ADV filing (filed Mar 31, 2026). View on SEC
People(3)
Owners and executive officers named on the firm's SEC Form ADV.
B
J
Funds(7)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Concord Innovation Fund III LP | Private Equity | $68.4M | $47.8M | 10 | Jun 2025 | Cool |
| Concord Innovation Fund II, LP | Private Equity | $150.7M | $158.0M | 37 | Sep 2022 | Cold |
| Aha Innovation Development Fund, LP | Private Equity | $26.0M | $29.8M | 10 | Feb 2019 | Cold |
| Chp Cedar SPV, LLC | Private Equity | $34.1M | — | — | — | |
| Chp Hr SPV, LP | Private Equity | $14.1M | — | — | — | |
| Chp Tc SPV, LP | Private Equity | $5.8M | — | — | — | |
| Chp Cedar SPV II, LLC | Private Equity | $1.9M | — | — | — |
Board seats
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
No board seats matched from SEC filings yet.
Regulatory identifiers
- CRD number
- 292760
- SEC file number
- 801-114729
Sources
- SEC Form ADV Oct 14, 2026