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- Custodian
- Charles Schwab & Company · Fidelity/NFS · PNC
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-25-2022
- Office Locations
- 5
Office Locations
About Concentric
Concentric Innovation (founded 2001) provides customized portfolio management at scale for advisors and institutions, using quantitative research to precision-optimize portfolios across index and active equity strategies. The firm emphasizes frequent rebalancing and tax-loss harvesting—potentially as often as daily—to tailor outcomes to client objectives. Public filings indicate SMA implementations are predominantly ETF-based.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
RAHUL NMN AGRAWAL
Chief Investment Officer, President
- CRD
- #4840980
- Ownership
- Less than 5%
CHARLES PAXSON KEATES
General Counsel, INVESTMENT COMMITTEE MEMBER
- CRD
- #4478687
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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FREDERICK ROSS BACANI
Managing Director
- CRD
- #3059729
ADRIAN Enrique COLMENARES
Head of Client Relations
- CRD
- #7467176
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,910,765,668 | $2,589,977 |
| Non-Discretionary | $0 | -- |
| Total | $13,910,765,668 | $2,589,977 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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