SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Concise Capital Management, L.P.
Miami, FL
Concise Capital Management, LP, CRD 145778
Firm filing updated May 14, 2026 ·
- $838.6MAssets
- 7Advisory staff
- 8Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Performance-based feesYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- Pooled vehicles4
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | Fewer than 5 clients | $306,390 |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $376.2 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 clients | $451.9 million |
| Insurance companies | Fewer than 5 clients | $10.2 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Assets and accounts
- Regulatory assets$838.6 million
- Accounts8
- DiscretionaryAll accounts
People
- Employees12
- Advisory staff7
- Broker-dealer reps0
- Licensed insurance agents0
Registration details
- Legal name: Concise Capital Management, LP SEC-registered investment advisor. CRD 145778, SEC file 801-68737.
- Registered with the SEC as an investment advisor (status date on record: January 15, 2008).
Is Concise Capital Management, L.P. a fiduciary?
Short answer: Concise Capital Management, L.P. is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.