9AT: CONCISE CAPITAL MANAGEMENT, L.P.

other names

CONCISE CAPITAL MANAGEMENT, L.P.
CONCISE CAPITAL MANAGEMENT, LP

Adviser Profile

As of Date	05/14/2026
Registration	SEC, Approved, 01/15/2008
ADV Location	MIAMI, FL, United States
Contact Info	305 xxxxxxx
Websites

AUM^*	838,564,985 29%
of that, discretionary	838,564,985 29%
Number of Employees	12
of those in investment advisory functions	7
Private Fund GAV^*	165,011,248 49%
Avg Account Size	104,820,623 45%
% High Net Worth	10.00% 10%
SMA’s	Yes
Private Funds	3

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Insurance companies

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

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Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser BRIGHTLIGHT CAPITAL	Hedge Fund385.8m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV385.8m	AUM385.8m	#Funds2
Adviser AKARIS GLOBAL PARTNERS, LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM478.9m	#Funds-
Adviser NELLORE CAPITAL MANAGEMENT LLC	Hedge Fund762.3m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV762.3m	AUM1.0b	#Funds1
Adviser FARADAY CAPITAL, L.P.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM64.6m	#Funds-
Adviser PHASE 2 PARTNERS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM487.4m	#Funds-
Adviser BLACKBARN CAPITAL PARTNERS LP	Hedge Fund1.2b	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.2b	AUM1.2b	#Funds3
Adviser FOREST AVENUE CAPITAL MANAGEMENT LP	Hedge Fund2.3b	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV2.3b	AUM2.4b	#Funds3
Adviser ARTIA GLOBAL PARTNERS LP	Hedge Fund778.9m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV778.9m	AUM778.9m	#Funds3
Adviser FACT CAPITAL, L.P.	Hedge Fund341.1m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV341.1m	AUM370.8m	#Funds3
Adviser WEST TOWER GROUP, LLC	Hedge Fund142.0m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV142.0m	AUM142.0m	#Funds9

Brochure Summary

Overview

A. Concise was formed in May 2004 by Thomas Krasner and Glenn Koach. It has been an SEC-registered investment adviser since 2008. Concise’s principal owners are Canepa Concise Holdings, LLC (“Canepa Concise”), the Krasner Trust and Yuko Koach. Thomas Krasner is the sole trustee of the Krasner Trust. Canepa Concise Holdings LLC is 100% owned by Heisenberg Global Partners, LLC, (“HGP”). HGP is wholly owned by Canepa Global Managers SCS (“CGM”). CGM has several partners; but no ultimate beneficiary owns a controlling interest. B. Concise provides investment advisory services to high-net-worth individuals, families, private investment funds and other institutions, including corporate pension and profit- sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, mutual funds, and trust programs. For more information about the types of clients Concise advises, see Item 7. Concise manages its client’s assets on a discretionary basis according to both long-only and hedged strategies. As the portfolio managers of Concise, Thomas Krasner and Glenn Koach provide a continuous evaluation of each client’s portfolio and direct the purchase and sale of securities on behalf of clients. Concise specializes in fixed income instruments and income-producing equity securities of privately and publicly held companies,

though its focus is on shorter duration high yield domestic bonds. Concise is opportunistic in allocating investments between various asset classes, depending on market conditions and the relative attractiveness of different investment opportunities; provided, however, that Concise’s investments on behalf of clients are subject to any investment guidelines agreed upon by Concise and a client at the time of account opening. Concise does not provide financial planning services. C. Concise may tailor its advisory services to the individual needs of a client. At the time a client opens an account with Concise, Concise may develop customized investment objectives and risk tolerances for that client based on the client’s financial circumstances and other factors. In addition, the client may impose restrictions on Concise’s ability to invest in certain securities or types of securities. These tailored advisory services are memorialized in the client’s written advisory agreement. As Concise’s portfolio managers, Thomas Krasner and Glenn Koach monitor these arrangements on an ongoing basis. D. Concise does not participate in wrap fee programs. E. As of December 31, 2023, Concise had approximately $526,375,131.00 in regulatory assets under management. Concise manages all of its regulatory assets under management on a discretionary basis.

CONCISE CAPITAL MANAGEMENT, L.P.

Adviser Profile

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