CONCISE CAPITAL MANAGEMENT, LP

CONCISE CAPITAL MANAGEMENT, L.P.
MIAMI, Florida·4 registered advisors·CRD# 145778
SEC# 801-687371305-371-4578
01

Firm Overview

AUM
$526M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Investment ManagementRetirement PlanningWealth Management
04

Advisors at CONCISE CAPITAL MANAGEMENT, LP

4 registered advisors
Gabrielle Yvette Garcia
MIAMI, Florida
Glenn Scott Koach
MIAMI, Florida
Thomas Peter Krasner
MIAMI, Florida
Yuko Koach
MIAMI, Florida
05

Office Locations

MIAMI, Florida
4 advisors

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Data sourced from SEC Form ADV filings. CONCISE CAPITAL MANAGEMENT, LP (CRD# 145778) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.