Concert Investment Advisory

Concert Investment Advisory

Concert Investment Advisory is a New York-based registered investment advisor that functions as a multi-family office for ultra-high-net-worth families. The firm offers integrated wealth management spanning asset allocation, manager selection, and direct investment opportunities. Its client base typically includes families with substantial liquid capital seeking institutional-grade portfolio construction. The firm's investment approach covers public and private markets, with exposure to hedge funds, private credit, real assets such as real estate and infrastructure, and energy transition investments. Concert Investment Advisory structures portfolios through a combination of third-party fund commitments and co-investments alongside institutional partners. Its geographic focus centers on North America, with selective opportunities in Europe and Asia-Pacific markets. Concert Investment Advisory serves a concentrated number of family relationships. The firm operates from its New York headquarters and maintains a team of investment professionals covering asset classes. No recent operational events—such as new hires, fund launches, or AUM milestones—have been publicly reported in the last 24 months. The firm's structural differentiator lies in its regulatory posture as an SEC-registered RIA, which imposes fiduciary standards and disclosure requirements not universally present among single-family offices. Concert bridges the gap between a dedicated family office and a traditional wealth manager by offering institutional investment capabilities to multiple families while retaining personalization advantages.