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Sponsor portfolio

CONCISE CAPITAL MANAGEMENT, LP

EIN 51-0500579-investment management-Latest filing 2025
Plans
1
Retirement
1
$1.5M assets
Welfare
0
Participants
12
777 BRICKELL AVE STE 630 - MIAMI, FL 331312819305-371-4578concisecapital.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$1.5M - 12 part

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Retirement#001

CONCISE CAPITAL MANAGEMENT, LP RETIREMENT PLAN AND TRUST

401k

Assets$1.5M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CONCISE CAPITAL MANAGEMENT, LP RETIREMENT PLAN AND TRUST401k$1.5M122025
Retirement plans
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