Investment adviser · CRD 111973
CONCORD INVESTMENT MANAGEMENT
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Apr 14, 2021
- Regulatory AUM
- $129M Form ADV · Item 5.F
- Client accounts
- 4 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Corporations & businesses | Fewer than 5 | $114,031,591 | 88.1% |
| High-net-worth individuals | Fewer than 5 | $15,451,671 | 11.9% |
Filing source
Form ADV 1530772 · Apr 14, 2021 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Apr 14, 2021. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
6 EAST 45TH STREET, 10TH FLOORNEW YORK, NY, 10017, United States
CRD 111973
Filing source
Form ADV 1530772 · Apr 14, 2021 · 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.