|
⚲
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| Concreit Fund Management LLC
✚
|
|
|---|---|
| CRD # | 310737 |
| SEC # | 801-122742 |
| CIK # | |
| AUM | $8.2 MM (2024-03-29) |
| Employees | |
| Phone | 206-607-6080 |
| Address | 1201 Third Avenue Seattle, WA 98101 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11,763 | 0.0 |
| (b) Individuals (high net worth individuals) | 136 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 8.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 8.2 |
| By Discretionary | ||
| Discretionary | 1 | 8.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 8.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 8.2 | |
| Total | 1 | 8.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
235 Wealth Management LLC
✚
|
IL | 0.0 |
|
SLP Wealth LLC
✚
|
NC | 0.0 |
|
FREC Advisers LLC
✚
|
CA | 0.0 |
|
RUE Neil
✚
|
OR | 0.0 |
|
Unity Wealth Partners LLC
✚
|
CA | 0.0 |
|
Blue Ocean Investment Partners Limited
✚
|
0.0 | |
|
Clarivor LLC
✚
|
NY | 0.0 |
|
Honeytree Investment Management Ltd
✚
|
0.0 | |
|
Pacific Equity LLC
✚
|
0.0 | |
|
Wealthspan Investment Management LLC
✚
|
MI | 0.0 |