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Concise Capital Management, L.P.
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Overview Share
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Miami, Florida
$347.1 million AUM
2 offices

Concise Capital Management, L.P. is based in Miami, Florida and has $347.1 million in assets under management.

Location
1111 Brickell Avenue
Suite 1525
Miami, FL 33131
$347.1 million
AUM
10
Employees
AUM Share
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$347,075,618
Assets under management
9 clients
Number of clients
Average investment size is $38,563,958
67% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
High net worth individuals Fewer than 5 clients $298,805
Investment companies 1 $9,586,268 3% $9,586,268
Pooled investment vehicles 4 $164,538,893 47% $41,134,723
Pension and profit sharing plans Fewer than 5 clients $160,702,042
Charitable organizations Fewer than 5 clients $11,921,865
Other corporations or businesses Fewer than 5 clients $27,745
Employees Share
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10
Employees
6
Investment analysts
60% of total employees
AUM per employee Share
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$347,075,618
Assets under management
$34,707,562
AUM per employee
$57,845,936
AUM per investment analyst
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Compensation

Concise Capital Management, L.P. makes money through the following ways:

  • Percentage of AUM
  • Performance-based fees
Services offered

Concise Capital Management, L.P. provides the following services:

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
Firm data Share
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CRD number 145,778
SEC number 801-68737
Legal structure Limited Partnership
Legal governance Delaware, United States
Latest ADV filing date March 30, 2020

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