Concentus Partners Management LLC (New York)

Concentus Partners Management LLC is a large advisory firm based in New York. It manages $168.9 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2017.

Concentus Partners Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Concentus Partners Management: assets under management

The assets under management (AUM) of Concentus Partners Management LLC is $168.9 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 287% since the beginning of its operation, and $58.31 million of the total AUM is attributable to clients outside of the United States.

The firm manages $168.9 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $56.3 million each.

Investments

The firm invests in exchange traded securities the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Concentus Partners Management LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Tal Nmn Keinan serves?

The firm provides services to pooled investment vehicles and corporations or other businesses. The largest group of clients of Tal Nmn Keinan is corporations or other businesses with 2 clients and $134.48 million of assets under management. Among the 12 most similar advisory firms, Concentus Partners Management has the highest percentage of corporations or other businesses out of all clients.

The amount of regulatory assets under management is $168.9 million for 3 clients. 67% of the firm’s clients are foreign persons or businesses.

Concentus Partners Management also advises several private funds.

Careers at Concentus Partners Management LLC

The company employs 11 people that are either part- or full-time employees. 18 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Tal Nmn Keinan has been acting as President since 1 Jan 2017. Simona Nmn Cohen joined the executive team most recently as the Chief Financial Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Tal Nmn Keinan	Director	1 Jan 2017	Other	6028099
Simona Nmn Cohen	Chief financial officer	1 Jan 2017	Other	6028117
Amir Nmn Leybovitch	Executive officer	1 Jan 2017	Other	6317402
Adi Nmn Birk	Chief compliance officer	1 Jan 2017	Other	6593115
Boris Nmn Dvinsky	Chief trading officer, director, member	1 Jan 2017	50% - 75%	5415384
Clarity Diversified Alternatives Portfolio Gp Company Llc	Shareholder, member	1 Jan 2017	50% - 75%	47-3343937
Tal Keinan	Director	1 Jan 2017	Other	6028099
Simona Cohen	Chief financial officer	1 Jan 2017	Other	6028117
Amir Leybovitch	Executive officer	1 Jan 2017	Other	6317402
Adi Birk	Chief compliance officer	1 Jan 2017	Other	6593115
Boris D Dvinsky	Chief trading officer, director	1 Jan 2017	50% - 75%	5415384

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Kcps Clarity Group Ltd.	Shareholder, member	1 Jan 2017	25% - 50%	foreign entity

Based in New York

The principal office where Concentus Partners Management LLC performs its advisory services is located at 712 Fifth Avenue, New York, NY 10019, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-610-2104 or by fax 646-304-9685. The normal business hours are 9am-5pm on Monday - Friday.