The CONCORD MANAGEMENT SERVICES is a privately held investment adviser that advises $551.03mn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. CONCORD MANAGEMENT SERVICES is a Public/Private Fund Assets increased by 79.02% over the last 5-years.
The Group has been registered with the SEC for 7.47 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 25 DEFOREST AVENUE SUITE 108, SUMMIT, NEW JERSEY. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 2 employees comprised of 2 investment and 0 non-investment staff. The total number of Employees decreased by 80% over the last 5-years.
Their $551.03mn in assets advised are owned by 7 private funds, 1 public fund and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $301.03mn or 54.63% of Total Assets and Investment Companies (IC) own $250mn or 45.37% of Total Assets.
The Group's top investment strategies include Traditional LBO and Early Stage, representing 72.72% and 27.28% of total assets, respectively.
They advise 2 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Investment Companies (IC).
The Group uses 2 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
CONCORD MANAGEMENT SERVICES names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.