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 organized as a hedge fund that focuses on managing pooled investment vehicles for institutional clients. The firm is SEC-registered (registered in 2022) and functions as sponsor, general partner, and managing member for the pooled products it runs. Its advisory activity centers on portfolio management for pooled funds, and its fees combine an asset-based charge with performance-based compensation and other fee elements. The business targets institutional investors rather than individual retail clients and does not position itself as an ESG-focused manager.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
ETF 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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