CONCENTIO CAPITAL MANAGEMENT, LLC

Overview

Concentio Capital Management, LLC is a small investment adviser organized as an LLC that provides portfolio management services to individuals and small businesses. The firm reports activity as a commodity pool operator/commodity trading advisor, which aligns with a willingness to allocate to commodity-related strategies alongside more traditional equity allocations. Investment decision-making appears to favor exchange-traded equities and ETFs as the primary publicly traded sleeve, while the firm also uses third-party vehicles and insurance products to round out client portfolios. Fee arrangements include a percentage-of-AUM charge and the potential for performance-based fees. Concentio is not positioned as an ESG-focused manager and does not report multi-state adviser status. Given its size and reporting profile, the firm appears oriented toward concentrated, account-level management rather than a broad institutional footprint.

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Location & Offices