Concentrated Capital Management LP is an adviser based in Berwyn. It manages $400 thousand of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Pennsylvania.
Concentrated Capital Management provides portfolio management for investment companies and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Concentrated Capital Management LP is $400 thousand, all of which is managed in discretionary accounts. The firm's AUM has gone down by -87% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Concentrated Capital Management LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Concentrated Capital Management LP performs its advisory services is located at 1205 Westlakes Drive, Berwyn, PA 19132, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 484.329.2800 or by fax 484.595.0257. The normal business hours are 8:00am - 5:00pm on Monday - Friday.