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CRD 292760
SUMMIT, NJ
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| CONCORD INNOVATION FUND II, LP | Private Equity Fund | $178M | Mar 28, 2024 | 38 | Apr 8, 2022 | reported | 021-387264 |
| AHA INNOVATION DEVELOPMENT FUND, LP | Private Equity Fund | $48.7M | Mar 28, 2024 | 15 | Jan 22, 2019 | reported | 021-332275 |
| CHP CEDAR SPV, LLC | Private Equity Fund | $34.1M | Mar 28, 2024 | 19 | Mar 31, 2021 | reported | 021-375883 |
| CHP CEDAR SPV II, LLC | Private Equity Fund | $1.8M | Mar 28, 2024 | 16 | Apr 8, 2022 | reported | 021-392399 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CONCORD HEALTH PARTNERS LLC | MANAGING MEMBER | E | yes | 10/2017 | Jan 22, 2019 | Mar 28, 2024 |
| JOSE, BENSON | PARTNER / CHIEF OPERATIONS OFFICER / CHIEF FINANCIAL OFFICER | Na | yes | 07/2018 | Jan 22, 2019 | Mar 28, 2024 |
| OLSEN, JAMES, TIMOTHY | MANAGING MEMBER | D | yes | 04/2017 | Jan 22, 2019 | Mar 28, 2024 |
| OLSEN, JAMES, TIMOTHY | MANAGING PARTNER / CHIEF COMPLIANCE OFFICER | Na | yes | 10/2017 | Jan 22, 2019 | Mar 28, 2024 |
| SWEDISH, JOSEPH, ROBERT | Partner | Na | no | 08/2018 | Jan 22, 2019 | Mar 28, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| CHP CEDAR SPV SM, LP | n/a | n/a | n/a | N | yes | n/a |
| CONCORD GP II, LP | n/a | n/a | n/a | N | yes | n/a |
| CONCORD VC GP, LP | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $301M | $301M | 2 | 2 | 0 | 7 | n/a |
| 2024 | Mar 28, 2025 | $317M | $317M | 8 | 6 | 0 | 5 | n/a |
| 2023 | Mar 28, 2024 | $262M | $262M | 8 | 6 | 0 | 4 | $262M |
| 2022 | Mar 31, 2023 | $271M | $271M | 7 | 5 | 0 | 4 | $199M |
| 2021 | Apr 8, 2022 | $217M | $217M | 8 | 7 | 0 | 4 | $217M |
| 2020 | Mar 31, 2021 | $57.8M | $57.8M | 10 | 8 | 0 | 2 | $57.8M |
| 2019 | Mar 30, 2020 | $49.8M | $49.8M | 10 | 8 | 0 | 1 | $49.8M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $301M | $317M | -4.9% | $271M | 3.6% | 2 | 8 | 0 | 0 |