Managers/Private equity/New Jersey/Concord Management Services

Concord Management Services

Concord Management Services is a private equity manager in Summit, NJ. It is registered with the SEC as an investment adviser with $301M in regulatory assets and 2 staff. It has 2 funds on file, the latest reported in June 2025.

Funds on file
2
Raised, all funds
$205.8M
Regulatory assets
$301M
Staff
2
Pension investors
None found
See the adviser's own filing →

Latest fund filing

Funds

DateFundTypeRaisedTarget
Jun 2025 Concord Innovation Fund III, LP Private equity $47.8M $250M
Sep 2022 Concord Innovation Fund II, LP Private equity $158M $250M

Adviser record

RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$301M
Employees2
Clients7 private funds.
Control personsBenson Jose, James, Timothy Olsen.
Private funds4 private funds holding $262.4M in gross assets.

Private funds it reports

FundTypeGross assets
Concord Innovation Fund II Private equity $177.9M
Aha Innovation Development Fund Private equity $48.7M
CHP Cedar SPV Private equity $34.1M
CHP Cedar SPV II Private equity $1.8M