CONCENTRIC CAPITAL STRATEGIES L.P.
Firm details
- Headquarters
- STAMFORD, Connecticut
- CRD number
- 313057
- Registered since
- July 21, 2022
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Concentric Capital Strategies L.P. is a limited partnership that operates as a hedge fund advising pooled investment vehicles for institutional clients. The firm registered with the SEC in 2022 and serves as sponsor, general partner and managing member for its funds, indicating an operational and governance role beyond pure portfolio management. Compensation includes a percentage-of-AUM component alongside performance-based fees and other fee arrangements. The firm does not characterize itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2DARREN ROSS
COOCRD 5313790
SETH TURKELTAUB
Founder & CIOCRD 2401230
Contacts
1 of 1DAVID DOVE
Limited PartnerCRD 2633756
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 40Active vs passive
$681M in ETFs
100%
$681M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $499M | 767,992 | 73.35% |
Location
STAMFORD, CT
FAIRFIELD
Location
STAMFORD, CT
Headquartered in STAMFORD, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- FAIRFIELD
- Address
- 2 Stamford Plz
- Time zone
- ET (UTC-5)
- Office locations
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