Concord Management Services, LLC

Fee-Only (% of Portfolio)

Concord Management Services is a healthcare private equity firm that manages investments for private investment partnerships (the Funds). Concord's investment strategy focuses on healthcare information technology, healthcare services, healthcare tech-enabled services, and medical technology. Concord invests in companies with innovative technologies that lower the cost of care, improve quality, and expand access to care. Concord does not provide investment advice directly to individual investors.

Assets Under Management$320M
Clients5
AdvisorsN/A
Avg. per Client$63M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

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Concord Management Services, LLC | TrueAdvisor