Nathan Matthew Lenz
Chief Executive OfficerConcurrent Asset Management, LLCCRD 5355530
About Nathan Matthew Lenz
Nathan Matthew Lenz is listed as Chief Executive Officer at Concurrent Asset Management, LLC in Tampa, FL. Form ADV reports a beneficial ownership band of Under 5%. Nathan Matthew Lenz is associated with 5 registered advisers.
Reported ownership
Owns Under 5% of Concurrent Asset Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Nathan Matthew Lenz work?
Nathan Matthew Lenz is listed as Chief Executive Officer at Concurrent Asset Management, LLC on SEC Form ADV.
How much of Concurrent Asset Management, LLC does Nathan Matthew Lenz own?
Form ADV reports a beneficial ownership band of Under 5%.
Concurrent Asset Management, LLC
| Title | Chief Executive Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2024 |
Concurrent Investment Advisors, LLC
| Title | Chief Executive Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2022 |
Concurrent Asset Management, LLC
| Title | Manager |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2023 |
Concurrent Asset Management, LLC
| Title | Chief Executive Officer |
| Ownership | — |
| Control person | Yes |
| Since | 2023 |
Concurrent Investment Advisors, LLC
| Title | Chief Executive Officer |
| Ownership | — |
| Control person | Yes |
| Since | 2023 |