CONCENTRIC
Firm details
- Headquarters
- WALNUT CREEK, California
- CRD number
- 321633
- Registered since
- May 25, 2022
- Website
- www.advisorpartners.com
- Custodians
- CHARLES SCHWAB & CO., INC., PNC INVESTMENTS LLC, FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI83.94%
- Corporations / Businesses9.29%
- Individuals3.99%
- Charitable Organizations2.53%
- Pension & Profit Sharing Plans0.16%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Concentric is an SEC-registered investment adviser organized as a limited liability company that provides discretionary portfolio management for individuals, families, small businesses and institutional clients. The firm charges a percentage-of-AUM fee and identifies equities as its primary preference, running strategies that lean heavily on exchange-traded equities while layering in third-party alternative managers and ESG considerations. Concentric’s advisory activities include separate account management for private clients and institutional portfolios, and it reports affiliations with other investment-adviser and trust company activities that support a broader wealth-management offering.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities56%
- State & Local Bonds19%
- Public Funds/Mutual Funds14%
- US Government Bonds9%
- Investment Grade Corp Bonds1%
Owners & executives
3 of 3Ralph Studley
Chief Revenue OfficerCRD 4514830
JAMES MCCALL
Chief Compliance OfficerCRD 4488129
RAHUL AGRAWAL
President, Chief Investment OfficerCRD 4840980
Contacts
3 of 11Luke Hass
AnalystCRD 7968105
ERIC SHULENBERGER
DirectorCRD 4817831
FREDERICK BACANI
Managing DirectorCRD 3059729
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 112Active vs passive
$225M in ETFs
85%
$191M
15%
$33.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $21M | 48,935 | 9.35% |
Location
WALNUT CREEK, CA
CONTRA COSTA
Location
WALNUT CREEK, CA
Headquartered in WALNUT CREEK, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- CONTRA COSTA
- Address
- 1333 N California Blvd
- Time zone
- PT (UTC-8)
- Office locations
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