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CONCISE CAPITAL MANAGEMENT, L.P.
CONCISE CAPITAL MANAGEMENT, LP
CRD 145778 · SEC 801-68737
777 BRICKELL AVENUE, SUITE 630, MIAMI, FL, 33131, United States
Phone
305-371-4578
Fax
305-503-8839
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$838.6M
Discretionary AUM
$838.6M
Team
12 total employees; 7 advisory reps; 8 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Partnership
Filing date
2026-05-14
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 4 | $376.2M |
States served
FL
All web addresses on file
Official SEC filing: View on IAPD