ria
Concurrent Investment Advisors
TAMPA, FL
CRD: 323135
In PWD coverage since August 27, 2026 · 5 stories
$15.7BRegulatory AUMSEC Form ADV · Sep 18
187EmployeesForm ADV
-22Talent net · 12 months0 in · 22 out
Regulatory AUM · Aug 28 – Sep 18
Talent flow · 12 monthsOn the wire →
Net -22 · 0 arrivals · 22 departures
Advisor
Sep 20 · team liftout
Arrivals
None tracked.
Departures
Advisor
Sep 9 · destination pending
Advisor
Sep 9 · destination pending
Advisor
Sep 9 · destination pending
Advisor
Sep 9 · destination pending
Advisor
Sep 9 · destination pending
Advisor
Sep 9 · destination pending
PWD coverage
the_wrap
A $63 million climate fund can't follow its $45 million deal
The private fund shelf is now the follow-on capital pool, and wealth platforms are underwriting co-investment capacity by default.