CONCREIT FUND MANAGEMENT LLC

RIASEC RegisteredEst. 2022
Total AUM
$9M
Discretionary
$9M
100% of AUM
Avg account
$9M
Accounts
1
Advisory reps
3

Firm details

Headquarters
SEATTLE, Washington
CRD number
310737
Registered since
March 9, 2022
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Concreit Fund Management LLC is an SEC‑registered limited liability company that provides portfolio management for individual and small business clients as well as for pooled investment vehicles. The firm registered with the SEC in 2022 and operates as a multi‑state adviser. Its fee arrangements include both a percentage of assets under management and fixed fees. Concreit is not identified as an ESG‑focused investor and is not characterized as a capital allocator; instead, its public activity shows it sponsors and serves as general partner or managing member for pooled investment vehicles, indicating it both operates pooled funds and advises on them.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Sean Hsieh

    CEO & FounderCRD 7318105

  • Jordan Michael

    CTO & FounderCRD 7318115

Contacts

1 of 1
  • William Garnett

    Finance and AdministratorCRD 6827403

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SEATTLE, WA

KING

Location

SEATTLE, WA

Headquartered in SEATTLE, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
KING
Address
1942 Westlake Ave
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth