CONCREIT FUND MANAGEMENT LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Sean Hsieh
CEO & FounderCRD 7318105
Jordan Michael
CTO & FounderCRD 7318115
Contacts
1 of 1William Garnett
Finance and AdministratorCRD 6827403
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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