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- Custodian
- Charles Schwab & Company · Fidelity/NFS · PNC
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between August 1, 2025 and March 31, 2026, reported AUM increased 81.4%, from $7.7B to $13.9B.
Across 5 reported observations, AUM increased 733.7% between July 9, 2022 and March 31, 2026, from $1.7B to $13.9B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 16 advisory representatives and 5,374 clients, or 335.9 clients per representative. That equates to $2.6M in reported AUM per client.
The profile lists 5 reported office locations and 4 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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
SMA allocation detail is available
Concentric has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Concentric's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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