SourcingSourcing

CONCURRENT ASSET MANAGEMENT, LLC

C47
CRD 330657·SEC 801-130625·TAMPA, FL
AUM
$2.49B
$1B+
Est. Revenue
$24.9M
@ 1% on AUM
Est. EBITDA
$7.5M
@ 30% margin
Est. Deal Value
$59.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CONCURRENT ASSET MANAGEMENT, LLC
CRD
330657
SEC file #
801-130625
EIN
921819393
DBA names
—

Economics

AUM
$2.49B
AUM band
$1B+
AUM trajectory
'25'26
$2.48B → $2.49B▬ 0%
Client mix
Pooled Investment Vehicles2
Other Investment Advisers1

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
TAMPA FL
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/17/2026
ADV-W filed at
—
Website
concurrentam.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CONCURRENT PARTNERSHIP HOLDINGS,
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
CONCURRENT PARTNERSHIP HOLDINGS,
AUGSTEN, EDUARDO
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CONCURRENTAM.COM
Rdap Domain Creation Date
2024-05-02T18:24:27Z
Rdap Firm Age Years
2
Rdap Firm Age Band
<5y
Rdap Registrar
IONOS SE

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
53
Form 5500 Total Compensation
1,646,698
Form 5500 Compensation Trajectory 3y
20251,508,708
2026137,990
Form 5500 Plan Count Trajectory 3y
202548
20265
Schedule C Total Compensation
1,646,698
Schedule C Service Provider Rows
53

SEC EDGAR

Edgar Cik
0002001015
Edgar Registered
Yes
Edgar Filing Count
12
Edgar First Filing Date
2024-04-15
Edgar Last Filing Date
2026-04-21
Edgar 13f Count
10
Edgar 13f Latest AUM Estimate
Filing Date2026-04-21
Accession0002085853-26-000427

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
Fidelity4
Goldman Sachs4
E*trade4
Edgar Addresses
Mailing
100 S ASHLEY DRIVESUITE 830TAMPA, FL 33602
Business
100 S ASHLEY DRIVESUITE 830TAMPA, FL 33602
Edgar EIN
921819393
Edgar Recent Filings
13F-HR2026-04-21 · 0002085853-26-000427
13F-HR2026-01-29 · 0002085853-26-000143
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-02T18:24:27Z
Rdap Domain Last Changed
2026-05-03T08:41:18Z
Rdap Nameservers
Ns1017.ui-dns.deNs1026.ui-dns.orgNs1064.ui-dns.comNs1121.ui-dns.biz
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (4)

4
AUGSTEN, EDUARDO
IAR · Direct Owner · 17.5%
4804770
LEAH REBECCA BENNETT
Executive Officer · 2.5%
2213299
Haddad, Courtney, Tara
Executive Officer · 2.5%
3169496
Lenz, Nathan, Matthew
Executive Officer · 2.5%
5355530