{
  "crd_number": 145778,
  "slug": "concise-capital-management-l-p-miami-fl-145778",
  "primary_business_name": "CONCISE CAPITAL MANAGEMENT, L.P.",
  "legal_name": "CONCISE CAPITAL MANAGEMENT, LP",
  "dbas": [],
  "city": "Miami",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2008-01-15",
  "years_registered": 18,
  "period": "2026-10-01",
  "filing_date": "2026-05-14",
  "carried_forward": false,
  "raum_total": 838564985.0,
  "raum_discretionary": 838564985.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 12,
  "advisory_employees": 7,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "insurance_companies": {
      "raum": 10220818.0,
      "count": null,
      "fewer_than_5": true
    },
    "pension_profit_sharing": {
      "raum": 451865312.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 306390.0,
      "count": null,
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 376172465.0,
      "count": 4
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL"
  ],
  "websites": [
    "https://concisecapital.com",
    "https://linkedin.com/company/concise-capital-management-lp/about"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/145778",
  "city_as_filed": "MIAMI",
  "url": "https://advisorcensus.com/firm/concise-capital-management-l-p-miami-fl-145778",
  "display_name": "Concise Capital Management, L.P.",
  "summary": "Concise Capital Management, L.P. is an SEC-registered investment advisory firm in Miami, FL, registered since 2008, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated May 14, 2026.",
  "citation": "AdvisorCensus. Concise Capital Management, L.P. (CRD 145778): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Concise Capital Management, L.P. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Concise Capital Management, L.P. reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "Where is Concise Capital Management, L.P. located?",
      "a": "Concise Capital Management, L.P.'s principal office is in Miami, FL, according to its Form ADV."
    },
    {
      "q": "Is Concise Capital Management, L.P. registered with the SEC or a state?",
      "a": "Concise Capital Management, L.P. is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 145778."
    },
    {
      "q": "How much does Concise Capital Management, L.P. manage?",
      "a": "Concise Capital Management, L.P. reports $838,564,985 in regulatory assets under management in its Form ADV filing dated May 14, 2026 (100% discretionary)."
    },
    {
      "q": "How have Concise Capital Management, L.P.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Concise Capital Management, L.P.: Regulatory assets under management: $339,623,095 in the October 2021 data and $838,564,985 in the October 2026 data, up 147%. Total employees: 10 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Concise Capital Management, L.P. serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4)."
    },
    {
      "q": "Which custodians does Concise Capital Management, L.P. use?",
      "a": "Concise Capital Management, L.P.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists State Street Bank and Trust Company as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Concise Capital Management, L.P. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/145778"
    },
    {
      "q": "What changed in Concise Capital Management, L.P.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $649,925,930 to $838,564,985 (+29%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 339623095.0,
      "total_employees": 10,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 370620787.0,
      "total_employees": 10,
      "filing_date": "2022-09-22"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 465406761.0,
      "total_employees": 10,
      "filing_date": "2023-05-04"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 526375131.0,
      "total_employees": 12,
      "filing_date": "2024-08-30"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 649925930.0,
      "total_employees": 12,
      "filing_date": "2025-05-06"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 838564985.0,
      "total_employees": 12,
      "filing_date": "2026-05-14"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $649,925,930 to $838,564,985 (+29%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "State Street Bank and Trust Company",
      "name_as_filed": "STATE STREET BANK AND TRUST COMPANY",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/concise-capital-management-l-p-miami-fl-145778.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": null,
      "fewer_than_5": true,
      "raum": 306390.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 4,
      "fewer_than_5": false,
      "raum": 376172465.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 451865312.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": true,
      "raum": 10220818.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/145778",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}