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Home > Retirement Planners > connecticut > stamford > CONCENTRIC CAPITAL STRATEGIES L.P.
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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