# Concert Investment Advisory

Concert Investment Advisory is a Multi Family Office based in New York, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, New York, United States
- **Assets under management:** Undisclosed
- **Website:** concertinvestmentadvisory.com

## Regulatory record

- **CRD number:** 304522
- **SEC file number:** 801-116976
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/304522

## About

Concert Investment Advisory is an SEC registered independent wealth management firm serving high net-worth individuals and institutions. The firm crafts customized portfolios that integrate public and private investment opportunities for long-term growth and financial success. It uses a 3-Dimensional investment methodology that incorporates alternative investments beyond traditional stocks and bonds, and operates as a fee-only fiduciary registered investment adviser.

## Sectors

- Private Credit
- Hedge Funds
- Real Estate
- Infrastructure
- Energy Transition & Renewables

## Questions

### Who leads investment decisions at Concert Investment Advisory?

Concert Investment Advisory does not publicly disclose its leadership team or investment committee members. As a private RIA serving a small number of families, the firm maintains a low public profile regarding its management structure.

### What types of investments does Concert Investment Advisory focus on?

The firm allocates across hedge funds, private credit, real estate, infrastructure, and energy transition assets. It uses both third-party manager funds and direct co-investments alongside institutional partners.

## Related profiles

- [Mattern Wealth Management](https://altss.com/profile/mattern-wealth-management-llc)

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Last updated: 2026-08-11T15:06:27.647Z

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