Concise Capital Management, LP
Concise Capital Management, LP (CRD# 145778) is a financial advisory firm headquartered in Miami, FL. They manage $526,375,131 in 9 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Concise Capital Management, LP
By the Numbers
-
Total Assets Under Management526MILLION
-
Total Number of Accounts9ACCOUNTS
-
Average Account Value$58,486,126
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL
Financial Advisors at Concise Capital Management, LP
No Advisor Found.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.