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CONCISE CAPITAL MANAGEMENT, L.P.
777 Brickell Avenue
Suite 630
Miami, Florida 33131
Tel: 305-371-4578
About CONCISE CAPITAL MANAGEMENT, L.P.
CONCISE CAPITAL MANAGEMENT, LP, formally registered with the SEC as CONCISE CAPITAL MANAGEMENT, LP. The firm was established in 01/15/2008. They have over 2 offices throughout the country.
CONCISE CAPITAL MANAGEMENT, L.P. is a Miami, Florida based Financial Planning firm with nearly $526,375,131 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# | 145778 |
| SEC# | 801-68737 |
| Assets Managed by Firm | $526,375,131 |
| No. of Clients | 9 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 9 | $526,375,131 |
| High net worth individuals | Fewer than 5 clients | $503,442 |
| Pension and profit sharing plans | Fewer than 5 clients | $297,849,926 |
| Corporations or other businesses | Fewer than 5 clients | $152,291 |
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