# Concord Management Services

Concord Management Services is a RIA based in Summit, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Summit, United States
- **Region:** North America
- **Address:** Wilmington, DE, United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 292760
- **SEC file number:** 801-114729
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/292760

## About

Concord Management Services, LLC is an SEC-registered investment adviser in Summit, NJ, registered since 2019. The firm manages approximately $301 million in assets. It has 2 employees and 2 investment advisers.

## Sectors

- Private Credit
- Real Estate
- Infrastructure

## Related profiles

- [Swan Wealth Advisors](https://altss.com/profile/swan-wealth-advisors-llc)
- [SENTIENT FINANCIAL, LLC](https://altss.com/profile/sentient-financial-llc)

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Last updated: 2026-07-06T01:24:14.474Z

Canonical page: https://altss.com/profile/concord-management-services-llc

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