CONCENTRIC WEALTH ADVISORS LLC
CONCENTRIC WEALTH ADVISORS LLC of LAKE OSWEGO, OR is an SEC-registered investment adviser (CRD 281979). Regulatory assets under management: $90.1M.
Registration
- CRD: 281979
- SEC file number: 801-106884
- Type: Registered investment adviser
- Location: 16679 BOONES FERRY RD STE 115, LAKE OSWEGO, OR, 97035
- Phone: 503-343-7033
- Latest filing: 2017-09-01
- Regulatory AUM: $90.1M
- Discretionary AUM: $90.1M
- Clients: 3
- Accounts: 9
Officers, owners & control persons (4)
Private funds (5)
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|
| CM OPPORTUNISTIC FUND LP | Hedge Fund | — | 1 | $28.0M | $50K |
| TFC GLOBAL MASTER FUND, L.P. | Hedge Fund | — | 34 | $18.2M | $500K |
| STRONG REFUGE BALANCED FUND LLC | Hedge Fund | — | 2 | $4.9M | $50K |
| CONCENTRIC LONG-BIASED, L.P. | Hedge Fund | — | 9 | $4.8M | $1.0M |
| CONCENTRIC SHORT DURATION BOND FUND, LP | Hedge Fund | — | 4 | $357K | $500K |
Fund service providers (2)
- administrator: ALPS FUND SERVICES, INC. — 2 funds
- administrator: UMB FUND SERVICES, INC. — 2 funds
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