CONCENTRIC CAPITAL LLC

BEVERLY HILLS, California·2 registered advisors·CRD# 150141

SEC# 801-70138310-734-0230

01

Firm Overview

AUM

$34M

Regulatory assets under management

Employees

1

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Compensation

Percentage of AUM

03

Specialties

Investment Management Fee-Only Advisory

04

Advisors at CONCENTRIC CAPITAL LLC

2 registered advisors

Craig Ira Menin

BEVERLY HILLS, California

David Edward Post

BEVERLY HILLS, California

05

Office Locations

BEVERLY HILLS, California

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Data sourced from SEC Form ADV filings. CONCENTRIC CAPITAL LLC (CRD# 150141) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.