{
  "crd_number": 330657,
  "slug": "concurrent-asset-management-llc-tampa-fl-330657",
  "primary_business_name": "CONCURRENT ASSET MANAGEMENT, LLC",
  "legal_name": "CONCURRENT ASSET MANAGEMENT, LLC",
  "dbas": [
    "WEALTHSELECT"
  ],
  "city": "Tampa",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "45300",
  "metro": {
    "cbsa_code": "45300",
    "common_name": "Tampa",
    "msa_name": "Tampa-St. Petersburg-Clearwater, FL",
    "path": "/advisors/fl/tampa"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-07-12",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-07-23",
  "carried_forward": false,
  "raum_total": 2486251673.0,
  "raum_discretionary": 2486251673.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 0.0,
      "count": 0
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 2442454768.0,
      "count": 1
    },
    "high_net_worth_individuals": {
      "raum": 0.0,
      "count": 0
    },
    "pooled_investment_vehicles": {
      "raum": 43796905.0,
      "count": 2
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "TX"
  ],
  "websites": [
    "https://concurrentam.com",
    "https://linkedin.com/company/concurrent-asset-management"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/330657",
  "city_as_filed": "TAMPA",
  "url": "https://advisorcensus.com/firm/concurrent-asset-management-llc-tampa-fl-330657",
  "display_name": "Concurrent Asset Management, LLC",
  "summary": "Concurrent Asset Management, LLC is an SEC-registered investment advisory firm in Tampa, FL, registered since 2024, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 23, 2026.",
  "citation": "AdvisorCensus. Concurrent Asset Management, LLC (CRD 330657): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Concurrent Asset Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Concurrent Asset Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "What does Concurrent Asset Management, LLC's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated July 23, 2026 states: Asset-based fee: 0.05% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Concurrent Asset Management, LLC located?",
      "a": "Concurrent Asset Management, LLC's principal office is in Tampa, FL, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Concurrent Asset Management, LLC registered with the SEC or a state?",
      "a": "Concurrent Asset Management, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 330657."
    },
    {
      "q": "How much does Concurrent Asset Management, LLC manage?",
      "a": "Concurrent Asset Management, LLC reports $2,486,251,673 in regulatory assets under management in its Form ADV filing dated July 23, 2026 (100% discretionary)."
    },
    {
      "q": "How have Concurrent Asset Management, LLC's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Concurrent Asset Management, LLC: Regulatory assets under management: $32,860,000 in the October 2025 data and $2,486,251,673 in the October 2026 data, up 7466%. Total employees: 2 in October 2024 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Concurrent Asset Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2); other investment advisers (1)."
    },
    {
      "q": "Which custodians does Concurrent Asset Management, LLC use?",
      "a": "Concurrent Asset Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC and Goldman Sachs & Co. LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Concurrent Asset Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/330657"
    },
    {
      "q": "Does Concurrent Asset Management, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated July 23, 2026 says: \"CAM offers advisory services to Other Advisors, who in turn provide advisory services to individuals, high net worth individuals, families, trusts, estates, and businesses. CAM generally does not impose a minimum relationship size.\""
    },
    {
      "q": "What changed in Concurrent Asset Management, LLC's recent Form ADV filings?",
      "a": "In the December 2025 filing data: Regulatory assets under management went from $32,860,000 to $2,481,434,768 (+7452%)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 2,
      "filing_date": "2024-07-05"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 32860000.0,
      "total_employees": 3,
      "filing_date": "2025-06-17"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2486251673.0,
      "total_employees": 3,
      "filing_date": "2026-07-23"
    }
  ],
  "recent_changes": [
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Regulatory assets under management went from $32,860,000 to $2,481,434,768 (+7452%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 23, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.05% to 1.5% a year",
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.05% to 1.5% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Investment advisory fees range from 0.05% to 1.50% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "CAM offers advisory services to Other Advisors, who in turn provide advisory services to individuals, high net worth individuals, families, trusts, estates, and businesses. CAM generally does not impose a minimum relationship size."
        ]
      }
    ],
    "quotes": [
      "Investment advisory fees range from 0.05% to 1.50% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor.",
      "CAM offers advisory services to Other Advisors, who in turn provide advisory services to individuals, high net worth individuals, families, trusts, estates, and businesses. CAM generally does not impose a minimum relationship size."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    },
    {
      "name": "Goldman Sachs & Co. LLC",
      "name_as_filed": "GOLDMAN SACHS & CO. LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/concurrent-asset-management-llc-tampa-fl-330657.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 43796905.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 1,
      "fewer_than_5": false,
      "raum": 2442454768.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/330657",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}