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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Concreit Fund Management LLC
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|---|---|
| CRD # | 310737 |
| SEC # | 801-122742 |
| CIK # | |
| AUM | $8.1 M (2025-06-13) |
| Employees | |
| Phone | 206-350-7570 |
| Address | 1942 Westlake Ave Seattle, WA 98101 |
| Source | [IAPD] [Website] [Twitter] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 15,040 | 0.0 |
| (b) Individuals (high net worth individuals) | 174 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 8.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 8.1 |
| By Discretionary | ||
| Discretionary | 1 | 8.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 8.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 8.1 | |
| Total | 1 | 8.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Horizon Capital Management Inc
✚
|
0.0 | |
|
Candor Financial LLC
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|
0.0 | |
|
Pacific Equity LLC
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0.0 | |
|
Pension Planning Solutions Inc
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|
NC | 0.0 |
|
Blue Ocean Investment Partners Limited
✚
|
0.0 | |
|
Empiric Institutional LLC
✚
|
TX | 0.0 |
|
Tinderwealth LLC
✚
|
0.0 | |
|
Taylor Frigon Family Office LLC
✚
|
AZ | 0.0 |
|
Alpha-Lab Asset Management Inc
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|
0.0 | |
|
Patel Capital Management LLC
✚
|
0.0 |