C
Concord Atlantic, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$145,000,000
Clients
50
80% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
50
HighAverage account size
$2,900,000
About
Concord Atlantic is a privately held, state-registered investment adviser that provides discretionary portfolio management and investment advice to individuals, foundations, trusts and corporate pension plans. As with many independent advisers, it manages individual accounts on a percentage-of-assets basis and does not operate wrap-fee programs.
The firm's investment process is thematic and fundamentally driven, focusing on cash-generating companies purchased at prices judged attractive relative to intrinsic value and held for multi-year horizons (typically three to ten years or longer). Fixed-income holdings are managed to generate income and reduce portfolio volatility, and the firm documents client objectives in an investment policy statement and reviews accounts multiple times per month with regular written reporting.
What is distinctive is the combination of a small advisory operation overseeing roughly $145 million for about 50 clients and the explicit practice choices described in the brochure: the firm does not accept performance-based fees or wrap accounts, it does not accept proxy-voting authority (clients retain voting responsibility), and its managing director is the designated supervisor for the firm’s activities. These features, along with the emphasis on long-term, theme-based holdings and discretionary management, differentiate its practice from many peers of similar size.
Client services
Portfolio management
Expertise
Wealth management
Fee options
$0 - $100,000: 1.50% for equity and balanced portfolios; 0.75% for fixed income portfolios $100,000 - $200,000: 1.25% equity and balanced accounts; 0.625% fixed income accounts $200,001 - $599,000: 1.00% equity and balanced accounts; 0.500% fixed income accounts $599,001 - $1,099,000: 0.80% equity and balanced accounts; 0.400% fixed income accounts $1,099,001 - $2,099,000: 0.75% equity and balanced accounts; 0.375% fixed income accounts $2,099,001 - $5,099,000: 0.60% equity and balanced accounts; 0.300% fixed income accounts $5,099,001+: 0.50% equity and balanced accounts; 0.250% fixed income accounts
Account minimum: $1,000,000 Fee-only: Fee-only compensation with no commissions or sales charges
Main office location
Concord Atlantic, Inc.
Concord MA, United States
Number of offices
1
Most active in
Concord Atlantic, Inc. has reported serving >5 clients in these states in the last 12 months.
Maryland · Massachusetts · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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