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Private equityFirmbuyoutlower middle market

Concord Management Services, LLC

Private Equity

Summit, NJ

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:b938267a-fb72-43c2-9414-ed8bd1effca1

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 19, 2026, 1:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 34
Dated events: 9
On other graphs: 2
Observed: Sep 13, 2026 to Sep 17, 2026
31 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

Concord Management Services, LLC

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

CONCORD MANAGEMENT SERVICES, LLC

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 4
PE funds: 4
Vintages: 2021 to 2022
PE GAV, 2024 filing: $262Mgross asset value on Form ADV; never dry powder
Regulatory AUM: $262M
Investments: 14
Active investments: 0
Size band: LOWER MIDDLE MARKETderivedproxy: $0.26bn Private Equity Fund GAV on the Form ADV filed 2024-03-28
Stated sectors: healthcare,technology
Latest ADV filing: Mar 28, 2024
Employees (ADV): 8
Website: concordhp.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV
CHP Cedar Spv II, LLC	2022	Unknown	Private Equity Fund	n/a	$1.8M
Concord Innovation Fund II, LP	2022	Early deployment	Private Equity Fund	n/a	$178M
CHP Cedar Spv, LLC	2021	Unknown	Private Equity Fund	n/a	$34.1M
AHA Innovation Development Fund, LP	n/a	Harvest	Private Equity Fund	n/a	$48.7M

Investments

Company	State	Role	Control	Invested	Exited	Status
Thyme Care	n/a	unknown	unknown	n/a	n/a	unknown
Smarter Technologies	n/a	unknown	unknown	n/a	n/a	unknown
Highridge	n/a	unknown	unknown	n/a	n/a	unknown
Iris Telehealth	n/a	unknown	unknown	n/a	n/a	unknown
NeuroFlow	n/a	unknown	unknown	n/a	n/a	unknown
Cedar	n/a	unknown	unknown	n/a	n/a	unknown
Hicuity Health	n/a	unknown	unknown	n/a	n/a	unknown
Post Acute Analytics	n/a	unknown	unknown	n/a	n/a	unknown
Mednition	n/a	unknown	unknown	n/a	n/a	unknown
Clarify	n/a	unknown	unknown	n/a	n/a	unknown
Learn to Live	n/a	unknown	unknown	n/a	n/a	unknown
MindMaze Therapeutics	n/a	unknown	unknown	n/a	n/a	unknown
Cylera	n/a	unknown	unknown	n/a	n/a	unknown
Scan.com	n/a	unknown	unknown	n/a	n/a	unknown

Relationships

Employs (12)

→ A.J. FoxPersonAssociate
factThe subject's own site
→ James Timothy OlsenPersonManaging Member
Apr 1, 2017 to presentfactForm ADV, The subject's own site
→ Benson JosePersonPartner / Chief Operations Officer / Chief Financial Officer
Jul 1, 2018 to presentfactForm ADV, The subject's own site
→ Joseph Robert SwedishPersonPartner
Aug 1, 2018 to presentfactForm ADV, The subject's own site
→ George HoffmannPersonPrincipal
factThe subject's own site
→ Nathan GoldsteinPersonOperating Partner
factThe subject's own site
→ Doug ShawPersonOperating Partner
factThe subject's own site
→ Chris DeRienzoPersonMD, MPP
factThe subject's own site
→ Harsh TrivediPersonMd
factThe subject's own site
→ Bruce LawrencePersonSenior Advisor
factThe subject's own site
→ Nick PatelPersonMd
factThe subject's own site
→ Scott NordlundPersonConcord Advisor
factThe subject's own site

Invested in (14)

→ ClarifyCompanyunknown
factThe subject's own site
→ MindMaze TherapeuticsCompanyunknown
factThe subject's own site
→ Learn to LiveCompanyunknown
factThe subject's own site
→ CyleraCompanyunknown
factThe subject's own site
→ Scan.comCompanyunknown
factThe subject's own site
→ Thyme CareCompanyunknown
factThe subject's own site
→ Smarter TechnologiesCompanyunknown
factThe subject's own site
→ HighridgeCompanyunknown
factThe subject's own site
→ Iris TelehealthCompanyunknown
factThe subject's own site
→ NeuroFlowCompanyunknown
factThe subject's own site
→ CedarCompanyunknown
factThe subject's own site
→ Hicuity HealthCompanyunknown
factThe subject's own site
→ Post Acute AnalyticsCompanyunknown
factThe subject's own site
→ MednitionCompanyunknown
factThe subject's own site

Manages (4)

→ AHA Innovation Development Fund, LPFundPrivate Equity Fund
Jan 22, 2019 to presentfactForm ADV
→ CHP Cedar Spv, LLCFundPrivate Equity Fund
Mar 31, 2021 to presentfactForm ADV
→ Concord Innovation Fund II, LPFundPrivate Equity Fund
Apr 8, 2022 to presentfactForm ADV
→ CHP Cedar Spv II, LLCFundPrivate Equity Fund
Apr 8, 2022 to presentfactForm ADV

Owns (1)

← Concord Health Partners LLCFirmManaging Member
Oct 1, 2017 to presentfactForm ADV

Dated events

5 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Sep 2, 2026
Firm news
Thyme Care Closes $125+ Million Series E, Establishes Thyme Companies to Broaden Its Impact Across the Oncology Ecosystem
The subject's own siteobserved yesterday
Occurred
Jun 4, 2026
Firm news
Clarify Health Acquires Loyal Health to Create Healthcare's First Closed-Loop Network Intelligence and Patient Activation Platform
The subject's own siteobserved yesterday
Occurred
May 1, 2026
Firm news
Clarify Health Names Co-Founder Todd Gottula CEO, Unveils New Leadership Team
The subject's own siteobserved yesterday
Occurred
Jan 22, 2019
Adviser first adv filing
Concord Management Services, LLC first filed Form ADV in the extract (IA)
Form ADVobserved 5 days ago

Show 5 bookkeeping events

Occurred
Mar 31, 2026
Concord Management Services, LLC: Private Equity Funds on Form ADV 4 (2024 extract) -> 7 (roster 2026-09-01)
Occurred
Apr 8, 2022
Concord Innovation Fund II, LP first reported on Form ADV by Concord Management Services, LLC (Private Equity Fund), GAV $92,731,134
Occurred
Apr 8, 2022
CHP Cedar Spv II, LLC first reported on Form ADV by Concord Management Services, LLC (Private Equity Fund), GAV $2,297,565
Occurred
Mar 31, 2021
CHP Cedar Spv, LLC first reported on Form ADV by Concord Management Services, LLC (Private Equity Fund), GAV $10,000,010
Occurred
Jan 22, 2019
AHA Innovation Development Fund, LP first reported on Form ADV by Concord Management Services, LLC (Private Equity Fund), GAV $30,000,000

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV), 1 work email (firm website) · as of 2026-09-17

Also named here, with no published line of their own (reach them through the firm): A.J. Fox (Associate), James Timothy Olsen (Managing Member), Benson Jose (Partner / Chief Operations Officer / Chief Financial Officer), Joseph Robert Swedish (Partner), George Hoffmann (Principal), Nathan Goldstein (Operating Partner), Doug Shaw (Operating Partner), Chris DeRienzo (MD, MPP), Harsh Trivedi (MD), Bruce Lawrence (Senior Advisor), Nick Patel (MD), Scott Nordlund (Concord Advisor).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:b938267a-fb72-43c2-9414-ed8bd1effca1
First observed: Sep 13, 2026
Last observed: Sep 17, 2026 35 h ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Concord Management Services, LLC

Private Equity

Summit, NJ

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:b938267a-fb72-43c2-9414-ed8bd1effca1

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 19, 2026, 1:52 AM UTC and rebuilt at most every 15 minutes.