CONCOURSE CAPITAL ADVISORS, LLC

Overview

Concourse Capital Advisors, LLC is a limited liability company that provides portfolio management services to investment companies and operates on a percentage-of-AUM fee basis. The firm is organized under individual ownership and is identified as serving institutional clients. It is recorded as SEC-registered in 2025. Concourse is not flagged as an active ESG investor, not a multi-state adviser, and is not identified as a capital allocator, pension consultant, or related adviser. The firm’s advisory activity is focused on managing portfolios for investment-company structures rather than providing retail advisory or broad wealth-management services. That positioning, combined with an institutional client base and AUM-fee model, suggests a boutique manager set up to run one or a small number of institutional mandates.

Assets & Accounts