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CONCISE CAPITAL MANAGEMENT, L.P.
Legal name: CONCISE CAPITAL MANAGEMENT, LP
CRD 145778File 801-68737
APPROVED
Custody
Filing as of May 14, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$838.6M
Above cohort median (national)
Discretionary AUM
$838.6M
Clients
4
8 accounts
Employees
12
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jan 15, 2008
- Principal office
- 777 BRICKELL AVENUE, SUITE 630, MIAMI, FL, 33131
- Phone
- 305-371-4578
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $838.6M
- Discretionary AUM
- $838.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 8
- Non-discretionary accounts
- 0
- Total accounts
- 8
- AUM per client
- $209.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | Fewer than 5 | $10.2M |
| High net worth individuals | Fewer than 5 | $306K |
| Pooled investment vehicles | 4 | $376.2M |
| Pension and profit sharing plans | Fewer than 5 | $451.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.