Investment adviser · CRD 330657

CONCURRENT ASSET MANAGEMENT, LLC

Investment adviser filing (IA)

TAMPA, FL, United States · Form ADV filed Jul 23, 2026

Regulatory AUM
$2.49B
Form ADV · Item 5.F
Client accounts
7,204
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
2
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Other investment advisers1$2,442,454,76898.2%
Pooled investment vehicles2$43,796,9051.8%
Filing source

Form ADV 2121669 · Jul 23, 2026 · 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

2 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.

CONCURRENT PRIVATE MARKETS OPPORTUNITIES FUND, LLCPrivate Equity Fund · Last reported Jul 23, 2026$35MGross asset value

Form D fundraising filings

Concurrent Private Markets Opportunities Fund, LLC

Fund administrator NAV CONSULTING, INC OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KATZ SAPPER MILLER INDIANAPOLIS, Indiana, United States
Custodian CIBC BANK USA CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KATZ SAPPER MILLER
PCAOB 2804

CIBC BANK USA
LEI B4TYDEB6GKMZO031MB27

Fund details & source
Fund ID
805-7719955319
Reported beneficial owners
47
Minimum commitment
$250K
Form D file number
021-524858

Form ADV 2121669 · Jul 23, 2026 · 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.

CONCURRENT SERIES FEEDER FUND, LLC - GROWTH FUND IPrivate Equity Fund · Last reported Jul 23, 2026$8.77MGross asset value

Form D fundraising filings

Concurrent Series Feeder Fund, LLC - Growth Fund I

Fund administrator NAV CONSULTING, INC OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KATZ SAPPER & MILLER INDIANAPOLIS, Indiana, United States
Custodian CIBC BANK USA CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KATZ SAPPER & MILLER
PCAOB 2804

CIBC BANK USA
LEI B4TYDEB6GKMZO031MB27

Fund details & source
Fund ID
805-9421078690
Reported beneficial owners
17
Minimum commitment
$250K
Form D file number
021-524866

Form ADV 2121669 · Jul 23, 2026 · 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: Jul 23, 2026. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

100 S. ASHLEY DRIVE, SUITE 830
TAMPA, FL, 33602, United States

CRD 330657

Filing source

Form ADV 2121669 · Jul 23, 2026 · 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.