Single Family OfficeRIA · CRD 145778SEC-RegisteredPrivate Fund Adviser

Updated:

CONCISE CAPITAL MANAGEMENT, L.P.

Concise Capital Management, L.P. is an SEC-registered investment adviser in Miami, FL, registered since 2008.

CONCISE CAPITAL MANAGEMENT, L.P.

Concise Capital Management, L.P. is an SEC-registered investment adviser in Miami, FL, registered since 2008. The firm manages approximately $839 million in assets. It has 12 employees and 7 investment advisers.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

Who runs investment decisions at Concise Capital Management?

The specific individuals leading investment decisions are not publicly named. As a family office structure, decisions are likely made by a small group of principals or a CIO, but no public records identify them.

How does Concise Capital Management source proprietary deal flow?

Proprietary deal flow mechanisms are not disclosed. The firm likely leverages a network of co-investors, direct relationships with company founders, and intermediaries in private credit and real estate, but no public evidence confirms this.

Is Concise Capital Management structured as a single family office or does it operate more like a venture firm?

Public information suggests it operates as a single family office, managing the capital of a single wealthy family. It does not market itself as a venture firm or multi-family office, and no external LPs are documented.

What investment stages does Concise Capital Management typically target?

No stage preference is publicly documented. Given its broad asset-class exposure including venture capital and private credit, it likely spans growth-stage equity through distressed credit, but specifics are unavailable.

Which sectors does Concise Capital Management explicitly avoid?

No sector exclusions are publicly stated. The firm does not publish investment guidelines or negative screens, leaving its sector avoidance strategy unknown.

Does Concise Capital Management participate in fund commitments or only direct deals?

The firm's known activity includes both direct investments and fund commitments, based on its multi-asset description. However, no specific fund commitments or deal names are verifiable in public sources.

Where does the underlying wealth come from?

The origin of the wealth managed by Concise Capital Management is not publicly disclosed. No family name or industry of fortune is associated with the firm in available records.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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