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- Custodian
- Pershing · State Street · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Peak pioneerAlpha meridian +more
- Established Date
- 05-01-2004
- Office Locations
- 1
Office Locations
About Concise Capital Management, L.p.
Concise Capital Management, L.P. is a Miami-based advisory firm serving retail and institutional clients with discretionary asset management and financial planning, including insurance solutions. The firm emphasizes asset allocation and fixed income, with exposure to emerging markets and alternative strategies (e.g., hedge funds, private equity, real estate). It communicates only through authorized firm channels ending in @concisecapital.com (not social or messaging apps).
Team overview
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Accredited Investors
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Owner & Executives
GABRIELLE YVETTE GARCIA
Chief Compliance Officer, Vice President
- CRD
- --
- Ownership
- Less than 5%
GLENN SCOTT KOACH
PORTFOLIO MANAGER, President, Vice President
- CRD
- --
- Ownership
- Less than 5%
Quantum ember
Prime oak
- CRD
- #35124
- Ownership
- 29.3%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $838,564,985 | $104,820,623 |
| Non-Discretionary | $0 | -- |
| Total | $838,564,985 | $104,820,623 |
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Separately Managed Accounts
Total SMA Asset: $462,392,520
| Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Non-Investment Grade | $2,226,629,753 | 35.7% |
| Cash | $1,222,463,394 | 19.6% |
| Equity - OTC | $2,787,964,985 | 44.7% |
| Total | $6,237,058,132 | 100.0% |