Asset manager · Miami, FL
Concise Capital Management, L.P.
Concise Capital Management, LP · SEC-registered investment adviser · CRD 145778 · SEC 801-68737
At a glance
Concise Capital Management, L.P. is an SEC-registered investment adviser based in Miami, Florida, with $839 million in regulatory assets under management as of its Form ADV filed May 14, 2026. Its largest client group by assets is pension and profit sharing plans. By Form ADV it is a asset manager, ranked 1,444th of 3,218 asset managers and 5,940th of 17,210 SEC-registered advisers by assets.
Main office 305-371-4578concisecapital.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $839M
- Rank among asset managers
- #1,444 of 3,218
- Rank among all SEC RIAs
- #5,940 of 17,210
- Rank in Florida
- #307 of 1,090
- Clients
- 4
- Accounts
- 8
- Discretionary
- 100% of AUM
- Employees
- 12
- Advisory staff
- 7
- Offices
- 2
Owners and executives on its Form ADV
- Glenn S. KoachPresident and Portfolio Manager
- Thomas P. KrasnerPrincipal and Portfolio Manager
- Gabrielle Y. GarciaChief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pension and profit sharing plans | – | $452M | 54% |
| Pooled investment vehicles | 4 | $376M | 45% |
| Insurance companies | – | $10M | 1% |
| High-net-worth individuals | – | $0M | <1% |
Private funds
Concise Capital Management, L.P. reports 1 private funds with $165M in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
Concise Capital Management, L.P. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗concisecapital.com ↗
AtlasMembers
The full record on Concise Capital Management, L.P.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 1,016 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Concise Capital Management, L.P. manage?
Concise Capital Management, L.P. reports $839 million in regulatory assets under management across 8 accounts, 100% of it on a discretionary basis, on its Form ADV filed May 14, 2026.
What kind of firm is Concise Capital Management, L.P.?
Concise Capital Management, L.P. is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Concise Capital Management, L.P.’s clients?
By assets, its largest client types are pension and profit sharing plans ($452 million); pooled investment vehicles ($376 million, 4 clients); insurance companies ($10 million).
Does Concise Capital Management, L.P. manage private funds?
Yes. It reports 1 private funds with $165 million in gross assets, including hedge funds.
Does Concise Capital Management, L.P. have any disciplinary history?
Concise Capital Management, L.P. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Concise Capital Management, L.P.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-14), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →