Investment adviser · CRD 163527
CONCORDE CAPITAL CORPORATION
Exempt reporting adviser (ERA)
Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.
DALLAS, TX, United States · Form ADV filed Mar 28, 2024
Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →
Private funds & service providers
8 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.
CONCORDE CAPITAL ENERGY PARTNERS II, LPPrivate Equity Fund · Last reported Mar 28, 2024$11.9MGross asset value
Form D fundraising filings
CONCORDE CAPITAL ENERGY PARTNERS II, LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
WEAVER AND TIDWELL, LLP
PCAOB 410
FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292
Fund details & source
- Fund ID
- 805-4750045586
- Reported beneficial owners
- 68
- Minimum commitment
- $100K
- Form D file number
- 021-337985
Form ADV 1859590 · Mar 28, 2024 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CONCORDE EORIGINAL PARTNERS, L.P.Private Equity Fund · Last reported Mar 28, 2024$347KGross asset value
Form D fundraising filings
Concorde eOriginal Partners, L.P.
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292
Fund details & source
- Fund ID
- 805-6000655534
- Reported beneficial owners
- 74
- Minimum commitment
- $100K
- Form D file number
- 021-235383
Form ADV 1859590 · Mar 28, 2024 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CONCORDE TANGIBLE ASSETS PARTNERSHIP, LTD.Private Equity Fund · Last reported Mar 28, 2024$199KGross asset value
Form D fundraising filings
CONCORDE TANGIBLE ASSETS PARTNERSHIP, LTD.
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292
Fund details & source
- Fund ID
- 805-4166433107
- Reported beneficial owners
- 33
- Minimum commitment
- $100K
- Form D file number
- 021-143300
Form ADV 1859590 · Mar 28, 2024 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
OMNIMED EQUITY PARTNERS, L.P.Private Equity Fund · Last reported Mar 31, 2023$23.8MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
WEAVER AND TIDWELL, LLP
PCAOB 410
FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292
Fund details & source
- Fund ID
- 805-8045603978
- Reported beneficial owners
- 78
- Minimum commitment
- $100K
- Form D file number
- 021-307641
Form ADV 1725216 · Mar 31, 2023 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
OMNIMED EQUITY PARTNERS COINVEST, LPPrivate Equity Fund · Last reported Mar 31, 2023$6.49MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
WEAVER AND TIDWELL, LLP
PCAOB 410
FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292
Fund details & source
- Fund ID
- 805-1080698257
- Reported beneficial owners
- 11
- Minimum commitment
- $100K
- Form D file number
- 021-346028
Form ADV 1725216 · Mar 31, 2023 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
OMNIMED EQUITY PARTNERS II, LPPrivate Equity Fund · Last reported Mar 31, 2023$4.18MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
WEAVER AND TIDWELL, LLP
PCAOB 410
FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292
Fund details & source
- Fund ID
- 805-8092162608
- Reported beneficial owners
- 48
- Minimum commitment
- $100K
- Form D file number
- 021-456954
Form ADV 1725216 · Mar 31, 2023 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CONCORDE CAPITAL ENERGY PARTNERS, LPPrivate Equity Fund · Last reported Mar 31, 2021$404KGross asset value
Form D fundraising filings
Concorde Capital Energy Partners, LP
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292
Fund details & source
- Fund ID
- 805-6797276827
- Reported beneficial owners
- 20
- Minimum commitment
- $100K
- Form D file number
- 021-227028
Form ADV 1502466 · Mar 31, 2021 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 28, 2024. View historical filings
Reported services
Not reported in these imported fields
Compensation
Not reported in these imported fields
Principal office
8383 PRESTON CENTER PLAZA DRIVE, SUITE 360DALLAS, TX, 75225, United States
CRD 163527
Filing source
Form ADV 1859590 · Mar 28, 2024 · 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.