Concurrent Launches Alts Platform
Concurrent Investment Advisors, LLC, a multi-custodial hybrid registered investment advisor, has introduced its alternative investments platform, arming its advisors with portfolios that appeal to high-net-worth investors.
The platform is designed, managed, and curated by Concurrent Asset Management, LLC. The new business will perform compliance oversight and management of alternative funds in conjunction with the new platform, which is supported by partnerships with alternative platforms iCapital and CAIS
Backed by Merchant Investment Management, Tampa-based Concurrent’s most recent expansion, built in partnership with Proteus, centralizes the resources, due diligence, and curation needed to deploy capital into complex alternative assets via institutional private placements.
The platform will provide access to private equity, private credit, real estate, infrastructure and absolute return hedge funds from blue-chip investment managers. The platform leverages Concurrent and Proteus’ relationships with institutional consultants such as Fiducient, Meketa and Callan.
“The strategies already on our platform allow our advisors to go toe-to-toe with alternative solutions at some of the industry’s biggest names while driving organic growth within client segments that will support their businesses for years to come,” said Nate Lenz, CEO of Concurrent.