Concurrent Asset Management
Asset Manager SEC-registered adviser
Legal name: Concurrent Asset Management, LLC
AUM
$2.5B
Regulatory AUM
Private funds
2
Private Equity 2
Private fund assets
$43.8M
Gross asset value
Employees
3
Last Form D raise
May 2026
Most recent fund filing
From SEC Form ADV filing (filed Jul 23, 2026). View on SEC
People(5)
Owners and executive officers named on the firm's SEC Form ADV.
E
K
L
N
S
Funds(2)
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 |
|---|---|---|---|---|---|---|
| Concurrent Private Markets Opportunities Fund, LLC | Private Equity | $35.0M | $67.4M | 135 | May 2026 | Hot |
| Concurrent Series Feeder Fund, LLC - Growth Fund I | Private Equity | $8.8M | $6.7M | 12 | Nov 2025 | Warm |
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
- 330657
- SEC file number
- 801-130625
Sources
- SEC Form ADV Oct 14, 2026