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Concurrent Capital, LLC (New York)


Concurrent Capital, LLC is a large advisory firm based in New York. It manages $30 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of New York.

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Concurrent Capital provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Concurrent Capital: assets under management

The assets under management (AUM) of Concurrent Capital, LLC is $30 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $30 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Concurrent Capital, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Concurrent Capital, LLC performs its advisory services is located at 1 East 66 Th Street, New York, NY 10065, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-517-7171 or by fax 212-517-6353. The normal business hours are 9:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at www.concurrentcapital.com.


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