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CONCENTRIC CAPITAL STRATEGIES L.P.

STAMFORD, CT · CRD 313057 · IAPD ↗ · 203-718-5611

$3.11BRegulatory AUM
8Advisory reps
11Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

60
April 2025 — CONCENTRIC CAPITAL STRATEGIES L.P. reported RAUM up 90% ($1.34B -> $2.53B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — CONCENTRIC CAPITAL STRATEGIES L.P. crossed $1B in regulatory AUM ($369.0M -> $1.34B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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