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CONCISE CAPITAL MANAGEMENT, L.P.

MIAMI, FL · CRD 145778 · IAPD ↗ · 305-371-4578

$838.6MRegulatory AUM
7Advisory reps
12Employees
8Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — CONCISE CAPITAL MANAGEMENT, L.P. reported RAUM up 29% ($649.9M -> $838.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — CONCISE CAPITAL MANAGEMENT, L.P. crossed $500M in regulatory AUM ($465.4M -> $526.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
April 2024 — CONCISE CAPITAL MANAGEMENT, L.P. grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.