How Much Did Concise Capital Management Raise?
Funding & Key Investors

Concise Capital Management has secured $150K in total capital, with a recent major strategic investment of $150K announced on April 27, 2020. This significant backing underscores the firm's established position in the financial advisory sector.

What is Concise Capital Management?

Concise Capital Management
FinanceSecurities Trading

Concise Capital Management, LP is a SEC-registered investment adviser headquartered in Miami, Florida, founded in 2004 by Glenn Koach and Tom Krasner. The firm specializes in managing over $200 million in assets, with a particular focus on short-duration, under-followed, high-yield bonds. Concise Capital Management serves a diverse clientele, including international and U.S.-based institutions, family offices, and affluent individuals, offering both pooled funds and separate accounts. Their strategic approach centers on delivering tailored investment strategies designed to meet specific client objectives.

How much funding has Concise Capital Management raised?

Concise Capital Management has raised a total of $150K across 1 funding round:

2020

Debt

$150K

Debt (2020): $150K with participation from PPP

Key Investors in Concise Capital Management

PPP

Public-Private Partnership

What's next for Concise Capital Management?

The recent strategic investment into Concise Capital Management signals a phase of potential expansion and enhanced service offerings. As a firm already managing substantial assets and specializing in niche high-yield bond markets, this capital infusion is likely to support further development of their investment strategies, potentially broadening their market reach or deepening their research capabilities. The company's focus on tailored solutions for institutional and high-net-worth clients suggests that future growth will prioritize maintaining service quality and expanding their specialized product suite.

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Frequently Asked Questions Regarding Concise Capital Management Financial Insights

What are the most recent funding rounds that Concise Capital Management has completed, and what were the funding rounds?
Concise Capital Management has recently completed 1 funding rounds: Debt on Apr 27, 2020.
What is the total amount of funding Concise Capital Management has raised to date?
Concise Capital Management has raised a total of $150K in funding to date.
How many funding rounds has Concise Capital Management completed?
Concise Capital Management has completed 1 funding rounds.
How much funding did Concise Capital Management raise in its most recent funding round?
Concise Capital Management raised $150K in its most recent funding round.
Who are the lead investors in Concise Capital Management's latest funding round?
The lead investor in Concise Capital Management's latest funding round was PPP. To access investor data and explore similar companies, sign up for ZoomInfo.
Which was the largest funding round in Concise Capital Management's history?
The largest funding round in Concise Capital Management's history was $150K.
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