Asset ManagerRIA · CRD 281370SEC-Registered

Updated:

Concentio Capital Management

Concentio Capital Management, LLC is an SEC-registered investment adviser in Dallas, TX. The firm manages approximately $5 million in assets.

Concentio Capital Management

Concentio Capital Management, LLC is an SEC-registered investment adviser in Dallas, TX. The firm manages approximately $5 million in assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Asset Manager

Year founded

2017

Location

Region

North America

Country

United States

City

Dallas

Corporate office

Southlake, TX, United States

Principals

Todd C. Lewis

Founder & Chief Investment Officer

Sector focus

Real EstatePrivate Credit

Frequently asked questions

Who runs investment decisions at Concentio Capital Management?

Todd C. Lewis serves as Founder and Chief Investment Officer, and he leads investment decisions for the firm. Lewis previously worked at a regional commercial-mortgage banking platform before launching Concentio in 2017. The firm does not publicly list additional investment-committee members, consistent with a principal-driven boutique structure.

How does Concentio source its acquisition pipeline?

Concentio originates bridge loans to multifamily and commercial-real-estate sponsors alongside its property-acquisition activity. This dual-track model surfaces off-market acquisition opportunities when borrowers encounter refinancing stress or seek exit capital — relationships the lending arm initiates feed directly into the firm's property-buying pipeline. The firm also evaluates broker-intermediated and pocket-listing transactions in Texas secondary and tertiary markets.

Is Concentio structured as a fund manager or a principal investment firm?

Concentio operates as a principal investment firm that structures capital on a per-deal basis through co-investment vehicles and separate-account relationships, rather than through a commingled fund family. The firm does not publicly report a flagship fund or discretionary LP base. This structure gives it flexibility on hold periods and capital-stack construction for each asset or loan.

Does Concentio participate in fund commitments or only direct deals?

Concentio deploys capital exclusively through direct real-estate acquisitions and direct bridge-loan originations; it does not publicly commit to third-party real-estate funds or act as a fund-of-funds. The firm's credit activity is balance-sheet and separate-account lending rather than participation in syndicated conduit facilities.

What investment stages and asset types does Concentio target?

On the equity side, Concentio acquires existing value-add multifamily properties with in-place cash flow and near-term renovation upside. It does not pursue ground-up development. The credit side provides floating-rate bridge loans — typically 12 to 36 months — to experienced operators executing value-add business plans on multifamily and commercial properties, predominantly in Texas and Sunbelt markets.

Which geographies does Concentio focus on?

The firm concentrates on Texas, with a particular emphasis on the Dallas–Fort Worth metroplex and suburban submarkets such as Arlington. It has selectively pursued transactions in Florida, Georgia, and North Carolina, building a Sunbelt-oriented portfolio that aligns with population-migration and employment-growth corridors. No gateway-market or coastal-core activity is publicly reported.

Does Concentio maintain philanthropic structures or a family-office affiliation?

Concentio Capital Management does not publicly disclose a family-office affiliation, a dedicated philanthropic foundation, or a wealth-management practice. The firm presents as an independent real-estate investment manager catering to private capital and co-investment partners, without an adjacent multi-generational wealth-planning entity.

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