RIA Intel›Advisers›Connecticut›CONCENTRIC CAPITAL STRATEGIES L.P.

CONCENTRIC CAPITAL STRATEGIES L.P.

Advisory

N·STAMFORD, CT

Data as of Mar 24, 2026 · Source: SEC Form ADV

Total AUM
$3.1B
1-Year AUM Growth
+262.1%
3-Year CAGR
—
Employees
8
Assets Under Management
Total AUM$3.1B
Discretionary AUM$3.1B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients9
Team
Total Employees8
Investment Advisers11
Employee Growth (1Y)+14.3%
Filing History
Total Filings on Record5
First FilingJun 21, 2022
Latest FilingMar 24, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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