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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

CONCERTO ASSET MANAGEMENT, LLC

CRD 153091

CHARLOTTE, NC

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Search this name across graphsid dfx:ria:badbf3de-5923-7494-a3e6-cd84c5c501f1

Data as of Mar 23, 2016 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 1
Observed: Mar 30, 2012 to Mar 23, 2016
5 observations

Across DFX

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

Private Creditidentity

CONCERTO ASSET MANAGEMENT, LLC

Private credit manager · shared crd

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $91.1MItem 5.F on the latest filing (2016-03-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $91.1M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 3
Accounts: 4
SEC number: 801-71484
CRD: 153091
Filings on the tape: 5
First filed: Mar 30, 2012
Latest filed: Mar 23, 2016
Organised: Limited Liability Company, Delaware

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
CONCERTO CREDIT OPPORTUNITY MASTER FUND I, LP	Hedge Fund	$22.6M	Mar 30, 2012	4	Mar 30, 2012	dropped	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BOUHUYS, JULIA, HOLLAND	CHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER / MANAGING MEMBER	E	yes	11/2006	Mar 30, 2012	Mar 23, 2016
ILARIO, SCOTT, LOUIS	CHIEF COMPLIANCE OFFICER	Na	no	02/2012	Mar 30, 2012	Mar 23, 2016

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CONCERTO CREDIT OPPORTUNITY GP, LLC	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2015	Mar 23, 2016	$91.1M	$91.1M	4	3	n/a	n/a	n/a
2014	Mar 30, 2015	$96.4M	$96.4M	4	3	n/a	n/a	n/a
2013	Mar 31, 2014	$122M	$122M	6	3	n/a	n/a	n/a
2012	Mar 21, 2013	$110M	$110M	6	3	n/a	n/a	n/a
2011	Mar 30, 2012	$130M	$130M	n/a	n/a	n/a	1	$22.6M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2015	$91.1M	$96.4M	-5.4%	$110M	-6.1%	4	4	n/a	n/a

Relationships

Owns (1)

← ILARIO, SCOTT, LOUISOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV

Controls (1)

← BOUHUYS, JULIA, HOLLANDOwnerCHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER / MANAGING MEMBER, ownership code E, individual
Mar 30, 2012 to presentfactForm ADV

Advises (1)

→ CONCERTO CREDIT OPPORTUNITY MASTER FUND I, LPPrivate fundHedge Fund, IA, no longer reported
Mar 30, 2012 to Mar 30, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:badbf3de-5923-7494-a3e6-cd84c5c501f1
First observed: Mar 30, 2012
Last observed: Mar 23, 2016 127 months ago
Source families: Federal regulator filings
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.

CONCERTO ASSET MANAGEMENT, LLC

CRD 153091

CHARLOTTE, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:badbf3de-5923-7494-a3e6-cd84c5c501f1

Data as of Mar 23, 2016 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:58 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

CONCERTO CREDIT OPPORTUNITY MASTER FUND I, LP

Hedge Fund

$22.6M

Mar 30, 2012

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BOUHUYS, JULIA, HOLLAND

CHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER / MANAGING MEMBER

yes

11/2006

Mar 30, 2012

Mar 23, 2016

ILARIO, SCOTT, LOUIS

CHIEF COMPLIANCE OFFICER

02/2012

Mar 30, 2012

Mar 23, 2016

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CONCERTO CREDIT OPPORTUNITY GP, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2015

Mar 23, 2016

$91.1M

n/a

2014

Mar 30, 2015

$96.4M

n/a

2013

Mar 31, 2014

$122M

n/a

2012

Mar 21, 2013

$110M

n/a

2011

Mar 30, 2012

$130M

n/a

$22.6M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2015

$91.1M

$96.4M

-5.4%

$110M

-6.1%

n/a