CONCENTRIC CAPITAL STRATEGIES L.P.

2 Stamford Plaza
Suite 1101
Stamford, Connecticut 06901
Tel: 203-718-5611

About CONCENTRIC CAPITAL STRATEGIES L.P.

CONCENTRIC CAPITAL STRATEGIES LP, formally registered with the SEC as CONCENTRIC CAPITAL STRATEGIES LP. The firm was established in 07/21/2022. They have over 1 offices throughout the country.

CONCENTRIC CAPITAL STRATEGIES L.P. is a Stamford, Connecticut based Financial Planning firm with nearly $1,336,074,197 assets under management, offering retirement planning & investment advisory services to 9 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	313057
SEC#	801-126136
Assets Managed by Firm	$1,336,074,197
No. of Clients	9
No. of Advisors	12

Fee Structure

Performance Based
Other (EXPENSE REIMBURSEMENT FROM NORTH ROCK)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	9	$1,336,074,197

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