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Concentric Capital
Concentric Innovation provides customized portfolio management at scale. It precision-optimizes portfolios across investment types, compositions, timespans,...
Overview
Concentric Innovation provides customized portfolio management at scale. It precision-optimizes portfolios across investment types, compositions, timespans, trades, and tax-loss harvesting, as often as daily. The firm partners with advisors and institutions to deliver scalable, customized portfolios and manages index and active equity strategies.
General information
Firm type
RIA
Year founded
2022
Location
Region
North America
Country
United States
City
Boston
Corporate office
Boston, MA, United States
Additional offices
Raleigh, NC, United States
Principals
Rahul Agrawal
Principal
Ralph Studley
Chief Revenue Officer
Adrian Colmenares
Head of Client Relations
Frequently asked questions
Who runs investment decisions at Concentric Capital?
The firm's public leadership roster lists Rahul Agrawal as a Principal, alongside a Chief Revenue Officer and a Head of Client Relations. Specific investment committee structures or decision-making authority beyond Agrawal's role have not been publicly disclosed.
Does Concentric Capital participate in fund commitments or only direct deals?
The firm's investment approach has not been publicly detailed. Without published portfolio holdings or stated asset-class allocations, its posture toward fund commitments versus direct co-investments remains unknown.
What is Concentric Capital's known posture on co-investments alongside external GPs?
No public information exists about Concentric Capital's co-investment activity, preferred partnership structures, or history of investing alongside external general partners.
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