Concentric Wealth Advisors – Fund and Executive Details

Fund Companies

Concentric Wealth Advisors LLC

Concentric Wealth Advisors is a hedge fund company based in Lake Oswego, OR. They operate 5 private funds and have approximately $89.7 million in total assets under management (AUM). You can view more information on Concentric Wealth Advisors including private fund info, contact info, top management and executives, website, email addresses, and more below:

Contact Details for Concentric Wealth Advisors

Concentric Wealth Advisors LLC
16679 Boones Ferry Rd Ste 115
Lake Oswego, OR 97035
United States

Phone: 503-343-7033

Overview of Concentric Wealth Advisors

Org. Type: Limited Liability Company

Registration Country: United States

0

SEC#: 801-106884

Org#: 281979

Legal Issues: No legal issues reported

Company Type: Hedge Fund

Pooled Investments: 51-75 percent

Private Funds Managed(5): Tfc Global Master Fund Lp, Cm Opportunistic Fund Lp , Concentric Long Biased Lp , Concentric Short Duration Bond Fund Lp , Strong Refuge Balanced Fund Llc

Ownership/Leadership of Concentric Wealth Advisors

 

Concentric Wealth Holding Company LLCOwner, Managing Member
Paul P (Mi Only) OrtnerPresident, Chief Compliance Officer

Concentric Wealth Advisors Key Stats and Charts

Discretionary AUM: $90 million

Concentric Wealth Advisors discretionary AUM

Rank: 2105 out of 3271 hedge fund management companies

Total AUM: $90 million

Concentric Wealth Advisors total assets under management (AUM)

Rank: 2164 out of 3271 hedge fund management companies

# of Accounts: 9

Concentric Wealth Advisors total client accounts

Rank: 1212 out of 3271 hedge fund management companies

Average Account Size: 9970000.22222

Concentric Wealth Advisors average account size

Rank: 1870 out of 3271 hedge fund management companies

# of Employees: 2

Concentric Wealth Advisors has 2 employees

Rank: 2227 out of 3271 hedge fund management companies

# of Private Funds: 5

Concentric Wealth Advisors operates 5 private Hedge Fund funds

Rank: 650 out of 3271 hedge fund management companies

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