RIA Intel›Advisers›CONCINNITY ADVISORS, LP

CONCINNITY ADVISORS, LP

Advisory

N·

Data as of Oct 29, 2024 · Source: SEC Form ADV

Total AUM
$203M
1-Year AUM Growth
0.0%
3-Year CAGR
-5.0%
Employees
4
Assets Under Management
Total AUM$203M
Discretionary AUM$203M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees4
Investment Advisers4
Employee Growth (1Y)+33.3%
Filing History
Total Filings on Record18
First FilingJun 27, 2013
Latest FilingOct 29, 2024
🔒 Full AUM trend chart and 18 historical filings spanning 11+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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