Investment adviser · CRD 158763

CONCERT CAPITAL MANAGEMENT

Investment adviser filing (IA)

CONCERT CAPITAL MANAGEMENT, INC

SAN JOSE, CA, United States · Form ADV filed Jan 15, 2014

Regulatory AUM
$25M
Form ADV · Item 5.F
Client accounts
350
Accounts, not individual clients
Employees
7
Reported in this filing
Advisory professionals
6
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jan 15, 2014. View historical filings

Reported services

Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets

Principal office

1900 THE ALAMEDA, SUITE 300
SAN JOSE, CA, 95126, United States

CRD 158763

Filing source

Form ADV 778333 · Jan 15, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.