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Building 2CONCISE CAPITAL MANAGEMENT, L.P.

Map pinMIAMI, FL
Phone305-371-4578
NotebookSEC #801-68737
Total AUM
$838.6M
Employees
12
Clients
7

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
777 BRICKELL AVENUE
SUITE 630
MIAMI
FL 33131
United States
Operating Hours
9-5
Monday - Friday
Phone
305-371-4578
Other Offices
1

ReceiptFinancials

Total AUM
$838.6M
Accounts
8
Discretionary
$838.6M
Accounts
8
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
1
AUM
$306.4K
Pooled Vehicle Clients
4
AUM
$376.2M
Pension/Profit Sharing Plan Clients
1
AUM
$451.9M
Insurance Company Clients
1
AUM
$10.2M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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