Concord Management Services, Llc
- Regulatory AUM
- $301M
- Discretionary
- $301M
- Clients
- 7
- Avg AUM / client
- $43.0M
- Accounts
- 7
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 7 | $301M | 100.0% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $262M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Concord Innovation Fund Ii, Lp | Private Equity Fund | Delaware | $178M | 38 |
| Aha Innovation Development Fund, Lp | Private Equity Fund | Delaware | $48.7M | 15 |
| Chp Cedar Spv, Llc | Private Equity Fund | Delaware | $34.1M | 19 |
| Chp Cedar Spv Ii, Llc | Private Equity Fund | Delaware | $1.8M | 16 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Olsen, James, Timothy | Managing Partner / Chief Compliance Officer | Apr 2017 (9y) | ≈ 37.5% – 75% via Concord Health Partners Llc | |
| Jose, Benson | Partner / Chief Operations Officer / Chief Financial Officer | Jul 2018 (8y) | Less than 5% | |
| Swedish, Joseph, Robert | Partner | Aug 2018 (8y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Concord Health Partners Llc | Managing Member | Oct 2017 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Olsen, James, Timothy: 50% – 75% of Concord Health Partners Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (4, $262M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Concord Innovation Fund Ii, Lp | Private Equity Fund | $178M | $100K | 38 |
| Aha Innovation Development Fund, Lp | Private Equity Fund | $48.7M | $250K | 15 |
| Chp Cedar Spv, Llc | Private Equity Fund | $34.1M | $50.0K | 19 |
| Chp Cedar Spv Ii, Llc | Private Equity Fund | $1.8M | $20.1K | 16 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 2.46 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗