Concourse Capital Advisors, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 336424
- Registered since
- May 22, 2025
- Website
- concoursecap.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Concourse Capital Advisors, LLC is an institutional registered investment adviser that focuses on portfolio management for investment companies. The firm is registered with the SEC (registration year 2025) and operates as a limited liability company owned by an individual. Its client base is institutional, and it charges advisory fees as a percentage of assets under management. Concourse is not positioned as a capital allocator, is not an active ESG investor, and does not present itself as a multi-state adviser or pension consultant.
Assets & Accounts
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
Contacts
2 of 2
Patrick Chism
Managing DirectorCRD 2875421
Joseph Mathias
Portfolio ManagerCRD 6014119
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 309 E Paces Ferry Rd Ne
- Time zone
- ET (UTC-5)
- Office locations
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