This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Pershing · State Street · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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).
Reported data analysis
What the numbers show
Between May 6, 2025 and May 14, 2026, reported AUM increased 29.0%, from $649.9M to $838.6M.
Across 5 reported observations, AUM increased 126.3% between September 22, 2022 and May 14, 2026, from $370.6M to $838.6M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 7 advisory representatives and 12 clients, or 1.7 clients per representative. That equates to $69.9M in reported AUM per client.
The profile lists 1 reported office location and 22 years in operation. The source data was last updated on May 14, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Concise Capital Management, L.p.'s detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full Concise Capital Management, L.p. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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%
Showing 2 of 3 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 3 contacts
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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Concise Capital Management, L.p. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.