Concourse Capital Advisors, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 336424
- Registered since
- May 22, 2025
- 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 organized as an LLC and owner-operated. The firm is positioned to serve institutional clients and is compensated on a percentage-of-assets-under-management basis. Its stated advisory activity is portfolio management for investment companies. Concourse is not an active ESG investor, does not act as a capital allocator, and is not identified as a multi-state adviser. The firm shows SEC registration in 2025 and is classified as an institutional RIA focused on managing pooled or institutional investment vehicles rather than retail household relationships.
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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