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Concord Investment Counsel
Concord Investment Counsel is an SEC-registered investment adviser in Irvine, CA, since 1991. The firm manages $327 million in assets, $323 million on a...
Concord Investment Counsel
Concord Investment Counsel is an SEC-registered investment adviser in Irvine, CA, since 1991. The firm manages $327 million in assets, $323 million on a discretionary basis. It has 4 employees and 3 investment advisers.
General information
Firm type
Asset Manager
Year founded
1994
Location
Region
North America
Country
Canada
City
Irvine
Corporate office
Montreal, QC, Canada
Principals
John Nicola
Chief Executive Officer
Sector focus
Frequently asked questions
Does Concord act as a fund-of-funds or a direct investor?
Concord is a direct investor. The firm commits its own and client capital directly to private companies, real assets, and structured credit instruments. It does not operate as a fund-of-funds and rarely participates in blind-pool commitments, preferring to negotiate terms on a per-transaction basis with operating partners.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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