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CONCORD ASSET MANAGEMENT, LLC

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Company Details

Entity Name: CONCORD ASSET MANAGEMENT, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Voluntary Diss./Terminated
Date Formed: 22 Jul 1998
Company Number: LLC_00209384
File Number: 00209384
Type of Management: Manager Managed
Date Status Change: 28 Jan 2020
Expiration Date: 01 Jul 2070
Address 150 S WACKER DR STE 3050, CHICAGO, 60606, IL
Place of Formation: ILLINOIS

Agent

Name and Address Role Appointment Date
MICHAEL A. HERST, 150 S. WACKER DR., STE. 3050, CHICAGO, 60606 Agent 2016-08-05

Manager

Name and Address Role Appointment Date
MADISON ASSET MANAGEMENT, LLC, 550 SCIENCE DR., 0104-618-7, MADISON, WI, 53711 Manager 2008-06-03

Central Index Key

A CIK (Central Index Key) number is a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC) to companies that: Are publicly traded on U.S. stock exchanges, File reports with the SEC.

Note: Having a CIK number indicates that: The company is registered with the SEC, Files regular financial reports (like 10-K, 10-Q), Must comply with federal securities laws and regulations, Has public shareholders, Makes financial information publicly available through SEC's EDGAR database.

CIK number:
0001275124
Phone:
3122361166

Latest Filings

Form type:
13F-HR
File number:
028-10666
Filing date:
2015-01-26
File:
Form type:
13F-HR
File number:
028-10666
Filing date:
2014-10-28
File:
Form type:
13F-HR
File number:
028-10666
Filing date:
2014-07-31
File:
Form type:
13F-HR
File number:
028-10666
Filing date:
2014-05-01
File:
Form type:
13F-HR
File number:
028-10666
Filing date:
2014-02-06
File:

Form 5500 Series

Employer Identification Number (EIN):
364240268
Plan Year:
2014
Number Of Participants:
14
Sponsors Telephone Number:
Plan Year:
2014
Number Of Participants:
12
Sponsors Telephone Number:
Plan Year:
2013
Number Of Participants:
14
Sponsors Telephone Number:
Plan Year:
2012
Number Of Participants:
14
Sponsors Telephone Number:
Plan Year:
2011
Number Of Participants:
17
Sponsors Telephone Number:

License

License Type License Number Status License Code License Description Business Activity Date Issued Effective Date Expiration Date
PUBLIC ACCOUNTANT 158001478 No data No data PUBLIC ACCOUNTANT CE SPONSOR No data 1996-03-25 2005-02-04 2004-12-31

Assumed Names

Name Type Effective Date Cancellation Date Cancellation Type Last Renewal Date
CONCORD ASSET MANAGEMENT LLC Assumed name 2003-05-16 2004-04-09 Voluntary cancellation No data

Historical Names

Name Change Date
CONCORD HOLDINGS LLC 2004-04-09

Trademarks

Serial Number:
77792947
Mark:
BUILDING YOUR TRUST
Status:
CANCELLED - SECTION 8
Mark Type:
SERVICE MARK
Application Filing Date:
2009-07-30
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
BUILDING YOUR TRUST

Goods And Services

For:
Financial services, namely, investment and asset management; financial and investment advisory services
International Classes:
036 - Primary Class
Class Status:
Sec. 8 – Entire Registration
Serial Number:
77792939
Mark:
CONCORD
Status:
ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE
Mark Type:
SERVICE MARK
Application Filing Date:
2009-07-30
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
CONCORD

Goods And Services

For:
Financial services, namely, investment and asset management; financial and investment advisory services
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
76094031
Mark:
BUILDING YOUR TRUST
Status:
CANCELLED - SECTION 8
Mark Type:
SERVICE MARK
Application Filing Date:
2000-07-24
Mark Drawing Type:
Typeset: Word(s)/letter(s)/number(s)
Mark Literal Elements:
BUILDING YOUR TRUST

Goods And Services

For:
TRUST COMPANY SERVICES, NAMELY, ASSET MANAGEMENT, TRUST AND ESTATE ADMINISTRATION, AND MANAGEMENT; FINANCIAL AND INVESTMENT ADVISORY SERVICES
First Use:
2000-03-01
International Classes:
036 - Primary Class
Class Status:
Sec. 8 – Entire Registration
Serial Number:
75814290
Mark:
CONCORD INVESTMENT
Status:
ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE
Mark Type:
SERVICE MARK
Application Filing Date:
1999-10-04
Mark Drawing Type:
Typeset: Word(s)/letter(s)/number(s)
Mark Literal Elements:
CONCORD INVESTMENT

Goods And Services

For:
FINANCIAL AND INVESTMENT ADVISORY SERVICES
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
75814289
Mark:
CONCORD TRUST
Status:
CANCELLED - SECTION 8
Mark Type:
SERVICE MARK
Application Filing Date:
1999-10-04
Mark Drawing Type:
Typeset: Word(s)/letter(s)/number(s)
Mark Literal Elements:
CONCORD TRUST

Goods And Services

For:
trust company services, namely, estate and trust administration and management
International Classes:
036 - Primary Class
Class Status:
Sec. 8 – Entire Registration

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Date of last update: 10 Jul 2025

Sources: Illinois Office of the Secretary of State