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Concise Capital Management, L.p.

Concise Capital Management, L.p.. CRD 145778

Concise Capital Management, L.p. logo

CRD: 145778

Concise Capital Management, L.p.

Miami, FL, 33131
3053714578
$838.6M Total AUM
$838.6M Disc. AUM
21.7% 3Y CAGR
12 Employees
12 ADV. Clients
22 yrs Firm Age

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Firm Details

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

777 Brickell Avenue Suite 630 Miami FL

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

-- AVG AGE
$119.8M AVG AUM / ADVISOR
$69.9M AVG AUM / CLIENT
18.6 yrs AVG TENURE
12 Employees
7 Advisory Reps
0 RIA Reps
22yrs Firm Age

Insights

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Accredited Investors

Radial

Asset Classes

Vital focus Summit Unison Vector Legacy Legacy

Client Personas

Harbor

Custodian

Vital

Investment Themes

Quantum Element prime Vertex

Investment Vehicles

Wave crest

Services

Pathway frontier Glacier Radial summit Foundation matrix Bridge

Technology

Matrix fusion Unison Frontier

Owner & Executives

G

GABRIELLE YVETTE GARCIA

Chief Compliance Officer, Vice President

CRD
--
Ownership
Less than 5%
(508) 408-2978
frontier.fusion@glaciercapital.com
in linkedin.com/in/bridge-value
G

GLENN SCOTT KOACH

PORTFOLIO MANAGER, President, Vice President

CRD
--
Ownership
Less than 5%
(533) 807-8149
unison.pioneer@valuecapital.com
in linkedin.com/in/element-zenith
Q

Quantum ember

Prime oak

CRD
#35124
Ownership
29.3%
(883) 787-3297
eagle.oak@elementcapital.com
in linkedin.com/in/element-glacier

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-22-2022
05-04-2023
08-30-2024
05-06-2025
05-14-2026
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

$462.4M Total SMA
Corporate - Non-Investment Grade:
35.7%
Cash:
19.6%
Equity - OTC:
44.7%
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%

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