Investment adviser · CRD 150141

CONCENTRIC CAPITAL LLC

Investment adviser filing (IA)

BEVERLY HILLS, CA, United States · Form ADV filed Apr 11, 2012

Regulatory AUM
$34M
Form ADV · Item 5.F
Client accounts
28
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 11, 2012. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

9990 SANTA MONICA BLVD
BEVERLY HILLS, CA, 90212, United States

CRD 150141

Filing source

Form ADV 639553 · Apr 11, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.