Insights

Niche Investment Focus Concise Capital Management specializes in short duration, high yield bonds within an under-followed segment of the credit market. This niche positioning creates opportunities to offer tailored financial products and technology solutions that enhance their research, trading, and risk assessment capabilities.

Experienced Team With founders and team members possessing extensive credit analysis and operational expertise, there is potential to engage with them through sophisticated analytics, training programs, or boutique financial tools that support their disciplined investment process.

Institutional Client Base Serving international and U.S.-based institutions, family offices, and high net worth individuals indicates an appetite for bespoke investment solutions and strategic partnership opportunities, particularly in areas like portfolio management software or regulatory compliance services.

Growth Potential Managing over $750 million in assets with revenue between $25 and 50 million suggests ongoing growth, providing opportunities for upselling advanced investment technology, data analytics, or consulting services to support expansion and portfolio optimization.

Cybersecurity & Compliance Concise’s strict communication policies and emphasis on compliance indicate a focus on secure, compliant technology solutions. This presents opportunities to offer cybersecurity, secure communication platforms, or compliance automation tools tailored for financial advisory firms.

Similar companies to Concise Capital Management, LP

Concise Capital Management, LP Tech Stack

Concise Capital Management, LP uses 8 technology products and services including RSS, oEmbed, Twemoji, and more. Explore Concise Capital Management, LP's tech stack below.

  • RSS
    Content Management System
  • oEmbed
    Dev Tools
  • Twemoji
    Font Scripts
  • jQuery
    Javascript Libraries
  • Mailcheck
    Javascript Libraries
  • Nginx
    Web Servers
  • jQuery Validation Plugin
    Web Tools And Plugins
  • FitVids.js
    Web Tools And Plugins

Media & News

Concise Capital Management, LP's Email Address Formats

Concise Capital Management, LP uses at least 1 format(s):
Concise Capital Management, LP Email FormatsExamplePercentage
FLast@concisecapital.comJDoe@concisecapital.com
48%
FMiddleLast@concisecapital.comJMichaelDoe@concisecapital.com
2%
FLast@concisecapital.comJDoe@concisecapital.com
48%
FMiddleLast@concisecapital.comJMichaelDoe@concisecapital.com
2%

Frequently Asked Questions

Where is Concise Capital Management, LP's headquarters located?

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Concise Capital Management, LP's main headquarters is located at 777 Brickell Ave, Suite 630 Miami, Florida 33131, US. The company has employees across 2 continents, including North AmericaEurope.

What is Concise Capital Management, LP's phone number?

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You can contact Concise Capital Management, LP's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Concise Capital Management, LP's official website and social media links?

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Concise Capital Management, LP's official website is concisecapital.com and has social profiles on LinkedIn.

What is Concise Capital Management, LP's SIC code NAICS code?

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Concise Capital Management, LP's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Concise Capital Management, LP have currently?

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As of December 2025, Concise Capital Management, LP has approximately 17 employees across 2 continents, including North AmericaEurope. Key team members include Head Of Fund Accounting/Controller: D. N.Owner: R. B.Managing Director: A. R.. Explore Concise Capital Management, LP's employee directory with LeadIQ.

What industry does Concise Capital Management, LP belong to?

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Concise Capital Management, LP operates in the Investment Management industry.

What technology does Concise Capital Management, LP use?

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Concise Capital Management, LP's tech stack includes RSSoEmbedTwemojijQueryMailcheckNginxjQuery Validation PluginFitVids.js.

What is Concise Capital Management, LP's email format?

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Concise Capital Management, LP's email format typically follows the pattern of FLast@concisecapital.com. Find more Concise Capital Management, LP email formats with LeadIQ.

When was Concise Capital Management, LP founded?

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Concise Capital Management, LP was founded in 2004.

Concise Capital Management, LP

Investment ManagementUnited States11-50 Employees

Concise Capital Management, LP (“Concise”) is a SEC-registered investment adviser with over $750 million in assets under management.  

Concise specializes in short duration, under-followed, high yield bonds. It manages assets for international and U.S.-based institutions, family offices, and high net worth individuals in pooled funds and separate accounts. 
Founded in 2004 by Glenn Koach and Tom Krasner, the Concise team has extensive experience in credit analysis, accounting, and operations.

Concise Capital's investment philosophy is focused on finding value in an inefficient part of the high yield credit market. Concise follows a disciplined portfolio construction process based upon fundamentals, concentration, liquidity, and price. The result is a portfolio that generates high current income while minimizing credit risk, lowering volatility, and adding diversification. 

Concise is based in Miami, Florida.

Concise business matters will never be conducted over LinkedIn, WhatsApp, or any other messaging or social media platform. All official communications from Concise Capital Management are conducted exclusively via company email (@concisecapital.com) and in accordance with our compliance policies. For more information, please visit www.concisecapital.com.

Section iconCompany Overview

Headquarters
777 Brickell Ave, Suite 630 Miami, Florida 33131, US
Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
5239 - Other Financial Investment Activities
Founded
2004
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

    Concise Capital Management, LP's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Concise Capital Management, LP's revenue is estimated to be in the range of $25M$50M

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