Concise Capital Management, Lp (Miami)
Concise Capital Management, Lp Is a Large Advisory Firm Based in Miami. It Manages $350.46 Million of Regulatory Assets for 9 Client Accounts. It Has Been...
Concise Capital Management, LP is a large advisory firm based in Miami. It manages $350.46 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Florida.
Concise Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Concise Capital Management: assets under management
The assets under management (AUM) of Concise Capital Management, LP is $350.46 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 826% since the beginning of its operation, and $333.3 million of the total AUM is attributable to clients outside of the United States.
The firm manages $350.46 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $38.94 million each.
Concise Capital Management has custody of $86.49 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.
Investments
The firm invests in non-investment grade corporate bonds the most. They account for 72% of the total AUM. The second-largest asset type is non-exchange traded securities, which make up 9% of the firm’s portfolio. Investments in cash and cash equivalents form 8% of the total invested assets.
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