The CONCORDE GROUP is a privately held investment adviser that advises $474.84mn in regulatory assets under management held in 2 SEC fund types across 3 investment strategies. CONCORDE GROUP is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 29.89% over the last 5-years.
The Group has been registered with the SEC for 44.69 years and is comprised of 2 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 8383 PRESTON CENTER PLAZA DRIVE SUITE 360, DALLAS, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 8 employees comprised of 3 investment and 5 non-investment staff. The total number of Employees increased by 14.29% over the last 5-years.
Their $474.84mn in assets advised are owned by 10 private funds, 1 public fund and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $288.96mn or 60.85% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $122.3mn or 25.76% of Total Assets.
The Group's top investment strategies include Traditional LBO, Long/Short Equity and Multi Strat, representing 60.5%, 39.5% and 0% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 4 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 5 private funds with $66.16mn in assets.
The Group discloses advisory fees and management fees.
CONCORDE GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.