Data / Investment advisers / New Jersey / Concord Management Services, LLC
Concord Management Services, LLC, Summit, NJ: $301 million AUM, SEC registered investment adviser
Concord Management Services, LLC is an SEC registered investment adviser with its main office in Summit, New Jersey and reports $301 million in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 7 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 292760
- SEC file number
- 801-114729
- SEC status
- Approved, effective February 11, 2019
- Main office
- 25 Deforest Avenue Suite 108, Summit, NJ 07901
- Phone
- (212) 508-7090
- Website
- concordhp.com
- Regulatory AUM
- $301,025,697 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $301,025,697
- Accounts
- 7
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 7: 7 private equity funds
- Gross assets of private funds
- $301,025,698
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 7 | $301 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $301 million | March 31, 2026 |
| December 1, 2025 | $316.6 million | March 28, 2025 |
Other advisers in Summit
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Seabridge Investment Advisors LLC | Summit | $771.2 million | Not listed | adviserinfo.sec.gov |
| Shorebridge Capital Management, LLC | Summit | $735.1 million | 2 | adviserinfo.sec.gov |
| Union Grove Venture Partners | Summit | $634.9 million | 8 | adviserinfo.sec.gov |
| TSP Capital Management Group, LLC | Summit | $553.3 million | Not listed | adviserinfo.sec.gov |
| Sophron Capital Management | Summit | $527.3 million | Not listed | adviserinfo.sec.gov |
| Summit Place Financial Advisors, LLC | Summit | $300.4 million | Not listed | adviserinfo.sec.gov |
| Tap Root Capital Management LP | Summit | $297.3 million | 3 | adviserinfo.sec.gov |
| Gulfstream CM, LLC | Summit | $244.2 million | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Summit, NJ
- Investment advisers in New Jersey
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Concord Management Services, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.