CONCORD INVESTMENT COUNSEL
SEC file number 801-39752
· IRVINE, CA
https://concordcounseling.org ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$319.8M
Discretionary AUM
$314.7M
Employees
4
Clients
238
Firm
- Address
- 9259 RESEARCH DRIVE
IRVINE, CA 92618 - Phone
- —
- Website
- https://concordcounseling.org
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
- Carnegie Investment Counsel Medium name-match confidence · CIK 1511506 · OH
- Courant Investment Partners LP Medium name-match confidence · CIK 1670595 · TN
- COE Investment Group LLC Medium name-match confidence · CIK 1891928 · TX
- Cole Investment Fund LLC Medium name-match confidence · CIK 2115448 · OK
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Cole Investment Fund LLC · D/A · Oct 16, 2026$5M
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Courant Investment Partners LP · D/A · Jun 26, 2026
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Cole Investment Fund LLC · D · Mar 9, 2026$5M
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COE Investment Group LLC · D · Mar 4, 2026$1M
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Courant Investment Partners LP · D/A · Jul 11, 2025
-
Carnegie Investment Counsel · D · Feb 12, 2025$13.1M