CONCISE CAPITAL MANAGEMENT, L.P.

RIASEC RegisteredEst. 2008

Total AUM

$839M

Discretionary

$839M

100% of AUM

Avg account

$105M

Accounts

Employees

Advisory reps

Firm details

Headquarters: MIAMI, Florida
CRD number: 145778
Registered since: January 15, 2008
Website: concisecapital.com
Custodians: STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pension & Profit Sharing Plans53.89%
Pooled Investment Vehicles44.86%
Insurance Companies1.22%
HNWI0.04%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Concise Capital Management, L.P. is a limited partnership organized as a hedge fund manager that has been SEC-registered since 2008. The firm serves institutional clients and charges both a percentage-of-AUM fee and performance-based fees consistent with an alternative-manager profile. Its advisory services cover portfolio management for individuals and small businesses, pooled investment vehicles, and businesses or institutions. Concise is not positioned as a capital allocator, does not report being an active ESG investor, and is not characterized as a multi-state or newly formed adviser.