Concord Management Services, LLC
Concord Management Services, LLC is an SEC-registered asset manager in Summit, NJ with $301.0M assets under management (AUM, regulatory AUM), -5% over one year. See who owns Concord Management Services, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 292760, SEC 801-114729, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $301.0M (2026-03-31)
- Firm type
- Asset Manager
- Location
- Summit, NJ
- Employees
- 2
- Clients
- 7
- CRD
- 292760
- Ownership
- OLSEN, JAMES, TIMOTHY; CONCORD HEALTH PARTNERS LLC; SWEDISH, JOSEPH, ROBERT; JOSE, BENSON
How much AUM does Concord Management Services, LLC have?
Concord Management Services, LLC reported $301.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Concord Management Services, LLC?
Disclosed owners and executives of Concord Management Services, LLC include OLSEN, JAMES, TIMOTHY, CONCORD HEALTH PARTNERS LLC, SWEDISH, JOSEPH, ROBERT, JOSE, BENSON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.