Concurrent Investment Advisors, a multi-custodial hybrid RIA, has launched its enterprise-grade alternative investments platform to equip Concurrent’s advisers with comprehensive, multi-asset alternatives portfolios that resonate with the financial goals of high-net-worth investors.
The new business will perform compliance oversight and management of alternative funds in conjunction with the new platform, which is supported by customized partnerships with iCapital, CAIS and other providers in the alternative assets space.
Concurrent’s said its 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 simplifies Concurrent’s clients’ ability to allocate to complex asset classes that have historically been the domain of institutional investors.
The platform will provide access to private equity, p
