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 operating as a hedge fund manager that serves institutional clients. Registered with the SEC in 2022, the firm acts as sponsor, general partner and managing member of pooled investment vehicles and focuses its advisory work on portfolio management for those vehicles. It charges a combination of asset-based and performance fees and is not positioned as a capital allocator to external managers. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.
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 2
Darren Ross
COOCRD 5313790
Seth Turkeltaub
Founder & CIOCRD 2401230
Contacts
1 of 1
David Dove
Limited PartnerCRD 2633756
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 25Active vs passive
$738M in ETFs
99%
$732M
1%
$6.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $563M | 754,369 | 76.30% |
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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