CONCORD MANAGEMENT SERVICES, LLC
Adviser information for CONCORD MANAGEMENT SERVICES, LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 8 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 4 | $262.4M |
| Non-Discretionary | 0 | $0 |
| Total | 4 | $262.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 4 | $262.4M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 4 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-114729 |
|---|---|
| SEC ERA File Number | 801-114729 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 292760 |
| Legal Entity Identifier | None |
Principal Office
25 DEFOREST AVENUESUITE 108
SUMMIT
NJ
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 212-508-7090, Fax: None
Websites
Chief Compliance Officer
JAMES T. OLSEN
MANAGING PARTNER
25 DEFOREST AVENUE
SUITE 108
SUMMIT
NJ
United States
Tel:
(212) 508-7090
J*****@************M
(Full email address available in API data)
Regulatory Contact
BENSON JOSE
CHIEF OPERATIONS OFFICER/CHIEF FINANCIAL OFFICER
25 DEFOREST AVENUE
SUITE 108
SUMMIT
NJ
United States
Tel:
(212) 508-7090
B****@************M
(Full email address available in API data)
Industry Affiliates
| CHP CEDAR SPV SM, LP | Sponsor, GP, manager of pooled investment vehicles |
| CONCORD GP II, LP | Sponsor, GP, manager of pooled investment vehicles |
| CONCORD VC GP, LP | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| AHA INNOVATION DEVELOPMENT FUND, LP | Private Equity Fund | $48.7M | $0.3M | 15 |
| CHP CEDAR SPV II, LLC | Private Equity Fund | $1.8M | $0.0M | 16 |
| CHP CEDAR SPV, LLC | Private Equity Fund | $34.1M | $0.1M | 19 |
| CONCORD INNOVATION FUND II, LP | Private Equity Fund | $177.9M | $0.1M | 38 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CONCORD HEALTH PARTNERS LLC | Domestic Entity | – | MANAGING MEMBER | 10/2017 | > 75% |
| OLSEN, JAMES, TIMOTHY | Individual | – | MANAGING PARTNER / CHIEF COMPLIANCE OFFICER | 10/2017 | < 5% |
| OLSEN, JAMES, TIMOTHY | Individual | CONCORD HEALTH PARTNERS LLC | MANAGING MEMBER | 04/2017 | 50-75% |
| SWEDISH, JOSEPH, ROBERT | Individual | – | PARTNER | 08/2018 | < 5% |
| JOSE, BENSON | Individual | – | PARTNER / CHIEF OPERATIONS OFFICER / CHIEF FINANCIAL OFFICER | 07/2018 | < 5% |