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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

CONCURRENT ASSET MANAGEMENT, LLC

CRD 330657

TAMPA, FL

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:c4d0117a-acaf-6c8f-ba87-ad6a0488d289

Data as of Jul 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 1
On other graphs: 2
Observed: Jun 6, 2024 to Jul 23, 2026
12 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand; an owner is a different entity, resolved from Schedule A/B

Private Equityidentity

Concurrent Asset Management, LLC

Private equity manager · shared crd

Independent Sponsorsidentity

Concurrent Asset Management, LLC

Capital provider to sponsors · shared crd

Private Equityowner

Merchant Wealth Partners LLC

owned by this fund per Schedule A/B (the fund is on its sponsor's Form ADV) · confidence 90% · family precision 100%

Facts

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

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=3.0
Regulatory AUM: $2.5BItem 5.F on the latest filing (2026-07-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.5B
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: 1
RAUM per advisor: $2.5Bderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 2
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 7,204
Individual clients: 0
High net worth clients: 0
Private funds: 2Schedule D 7.B(1)
SEC number: 801-130625
CRD: 330657
Filings on the tape: 12
First filed: Jun 6, 2024
Latest filed: Jul 23, 2026
Organised: Limited Liability Company, DE

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
CONCURRENT PRIVATE MARKETS OPPORTUNITIES FUND, LLC	Private Equity Fund	$31.0M	Dec 5, 2024	38	Dec 5, 2024	reported	021-524858
CONCURRENT SERIES FEEDER FUND, LLC - GROWTH FUND I	Private Equity Fund	$1.4M	Dec 5, 2024	4	Dec 5, 2024	reported	021-524866

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
AUGSTEN, EDUARDO	MEMBER, PRESIDENT	B	yes	02/2024	Jun 6, 2024	Dec 5, 2024
CONCURRENT FOUNDING PARTNERS, LLC	MANAGING MEMBER	D	yes	09/2023	Jun 6, 2024	Dec 5, 2024
CONCURRENT PARTNERSHIP HOLDINGS, LLC	MANAGING MEMBER	E	yes	02/2024	Jun 6, 2024	Dec 5, 2024
Haddad, Courtney, Tara	CHIEF COMPLIANCE OFFICER	Na	yes	02/2024	Jun 6, 2024	Dec 5, 2024
Lenz, Nathan, Matthew	CHIEF EXECUTIVE OFFICER	Na	yes	02/2024	Jun 6, 2024	Dec 5, 2024
Lenz, Nathan, Matthew	Manager	C	yes	03/2023	Jun 6, 2024	Dec 5, 2024
Lenz, Nathan, Matthew	CHIEF EXECUTIVE OFFICER	F	yes	09/2023	Jun 6, 2024	Dec 5, 2024
MCFARLAND, KEVIN, RAY	FOUNDING PARTNER	F	yes	09/2023	Jun 6, 2024	Dec 5, 2024
MCFARLAND, KEVIN, RAY	Manager	F	yes	03/2023	Jun 6, 2024	Dec 5, 2024
MERCHANT WEALTH PARTNERS, LLC	MANAGING MEMBER	C	yes	09/2023	Jun 6, 2024	Dec 5, 2024
STEELE, SCOTT, ALEXANDER	Manager	C	yes	03/2023	Jun 6, 2024	Dec 5, 2024
STEELE, SCOTT, ALEXANDER	FOUNDING PARTNER	F	yes	09/2023	Jun 6, 2024	Dec 5, 2024

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
CONCURRENT INVESTMENT ADVISORS, LLC	n/a	Independent wealth	$16B	N	yes	n/a
CONCURRENT INSURANCE SOLUTIONS, LLC	n/a	n/a	n/a	N	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; showing 2 of 3

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 17, 2026	$2.5B	$2.5B	3	2	1	2	n/a
2024	Apr 1, 2025	$32.9M	$32.9M	3	2	1	2	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

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
2025	$2.5B	$32.9M	7466.2%	n/a	n/a	3	3	1	1

Relationships

Affiliated with (2)

← CONCURRENT INVESTMENT ADVISORS, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ CONCURRENT INVESTMENT ADVISORS, LLCRegistered adviserother investment adviser, common control
factForm ADV

Advises (2)

→ CONCURRENT SERIES FEEDER FUND, LLC - GROWTH FUND IPrivate fundPrivate Equity Fund, IA
Dec 5, 2024 to presentfactForm ADV
→ CONCURRENT PRIVATE MARKETS OPPORTUNITIES FUND, LLCPrivate fundPrivate Equity Fund, IA
Dec 5, 2024 to presentfactForm ADV

Registered with (1)

← EDUARDO AUGSTENAdvisorregistration: current employment
Oct 29, 2024 to presentfactForm ADV

Controls (8)

← Haddad, Courtney, TaraOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jun 6, 2024 to Dec 5, 2024factForm ADV
← MCFARLAND, KEVIN, RAYOwnerMANAGER, ownership code F, individual
Jun 6, 2024 to Dec 5, 2024factForm ADV
← AUGSTEN, EDUARDOOwnerMEMBER, PRESIDENT, ownership code B, individual
Jun 6, 2024 to Dec 5, 2024factForm ADV
← Lenz, Nathan, MatthewOwnerMANAGER, ownership code C, individual
Jun 6, 2024 to Dec 5, 2024factForm ADV
← STEELE, SCOTT, ALEXANDEROwnerMANAGER, ownership code C, individual
Jun 6, 2024 to Dec 5, 2024factForm ADV
← CONCURRENT FOUNDING PARTNERS, LLCOwnerMANAGING MEMBER, ownership code D, domestic entity
Jun 6, 2024 to Dec 5, 2024factForm ADV
← CONCURRENT PARTNERSHIP HOLDINGS, LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Jun 6, 2024 to Dec 5, 2024factForm ADV
← MERCHANT WEALTH PARTNERS, LLCOwnerMANAGING MEMBER, ownership code C, domestic entity
Jun 6, 2024 to Dec 5, 2024factForm ADV

Dated events

Occurred
Jun 6, 2024
First Form ADV filing
Concurrent Asset Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c4d0117a-acaf-6c8f-ba87-ad6a0488d289
First observed: Jun 6, 2024
Last observed: Jul 23, 2026 2 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.

CONCURRENT ASSET MANAGEMENT, LLC

CRD 330657

TAMPA, FL

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:c4d0117a-acaf-6c8f-ba87-ad6a0488d289

Data as of Jul 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:08 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

CONCURRENT PRIVATE MARKETS OPPORTUNITIES FUND, LLC

Private Equity Fund

$31.0M

Dec 5, 2024

reported

021-524858

CONCURRENT SERIES FEEDER FUND, LLC - GROWTH FUND I

Private Equity Fund

$1.4M

Dec 5, 2024

reported

021-524866

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

AUGSTEN, EDUARDO

MEMBER, PRESIDENT

yes

02/2024

Jun 6, 2024

Dec 5, 2024

CONCURRENT FOUNDING PARTNERS, LLC

MANAGING MEMBER

yes

09/2023

Jun 6, 2024

Dec 5, 2024

CONCURRENT PARTNERSHIP HOLDINGS, LLC

MANAGING MEMBER

yes

02/2024

Jun 6, 2024

Dec 5, 2024

Haddad, Courtney, Tara

CHIEF COMPLIANCE OFFICER

yes

02/2024

Jun 6, 2024

Dec 5, 2024

Lenz, Nathan, Matthew

CHIEF EXECUTIVE OFFICER

yes

02/2024

Jun 6, 2024

Dec 5, 2024

Lenz, Nathan, Matthew

Manager

yes

03/2023

Jun 6, 2024

Dec 5, 2024

Lenz, Nathan, Matthew

CHIEF EXECUTIVE OFFICER

yes

09/2023

Jun 6, 2024

Dec 5, 2024

MCFARLAND, KEVIN, RAY

FOUNDING PARTNER

yes

09/2023

Jun 6, 2024

Dec 5, 2024

MCFARLAND, KEVIN, RAY

Manager

yes

03/2023

Jun 6, 2024

Dec 5, 2024

MERCHANT WEALTH PARTNERS, LLC

MANAGING MEMBER

yes

09/2023

Jun 6, 2024

Dec 5, 2024

STEELE, SCOTT, ALEXANDER

Manager

yes

03/2023

Jun 6, 2024

Dec 5, 2024

STEELE, SCOTT, ALEXANDER

FOUNDING PARTNER

yes

09/2023

Jun 6, 2024

Dec 5, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CONCURRENT INVESTMENT ADVISORS, LLC

n/a

Independent wealth

$16B

yes

n/a

CONCURRENT INSURANCE SOLUTIONS, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 17, 2026

$2.5B

n/a

2024

Apr 1, 2025

$32.9M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$2.5B

$32.9M

7466.2%

n/a