Adolfo John Montesa
Investment Adviser Representative at CONCURRENT INVESTMENT ADVISORS, LLC
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| $0 - $1,000,000 | 2.00% |
| $1,000,001 - $2,000,000 | 1.70% |
| $2,000,001 - $3,000,000 | 1.60% |
| $3,000,001 - $5,000,000 | 1.50% |
| $5,000,001 - $7,500,000 | 1.40% |
| $7,500,001 - $10,000,000 | 1.30% |
| $10,000,001 and above | 1.00% |
CONCURRENT INVESTMENT Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.
Official records & sources
Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Adolfo John Montesa has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.