Key facts
- Status: Privately Held (no backing).
Leadership
- Bradford StephanManaging Director & Member of the Investment Strategy Group
- ·Watchlist + deal alerts for The Concord Advisory Group
- ·The full record, as it builds
Funding rounds
No funding rounds for The Concord Advisory Group are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About The Concord Advisory Group
Provider of investment consulting services for institutional clients. The company offers research and strategic advice to mid-sized healthcare organizations, religious organizations, endowments, foundations, and corporate entities. Its services focus on governance, strategy, and implementation to support the design and execution of investment programs.
- Sector
- Financial Services
- HQ
- Princeton, NJ, United States
- Employees
- 30
- Website
- concordadvisory.com/
- Ownership
- Privately Held (no backing)
The Concord Advisory Group doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in The Concord Advisory Group shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on The Concord Advisory Group in its N-PORT filings yet. We sweep new filings monthly.