Concentric Wealth Advisors LLC

Read About Hedge Funds

Key Facts

HeadquartersLake Oswego, OR
AUM$90 million
AUM as ofSeptember 1, 2017


Concentric Wealth Advisors LLC is a hedge fund based in Lake Oswego, OR. It was founded in 10/2015. They hold $90 million in assets under management as of September 1, 2017. Read their Plain English Brochure.

Sub Funds and Performance

NameAUM (bn) Type Min Investment Num Clients Internal $ % Fund of Funds $ % Prime Brokers
Cm Opportunistic Fund LP 0.028 hedge fund 50,000 1
Concentric Long-Biased, L.P. 0.005 hedge fund 1,000,000 9 13.0
Concentric Short Duration Bond Fund, LP 0.000 hedge fund 500,000 4 100.0 Interactive Brokers
Strong Refuge Balanced Fund LLC 0.005 hedge fund 50,000 2
Tfc Global Master Fund, L.P. 0.018 hedge fund 500,000 34 12.0 Interactive Brokers

Key People

Paul OrtnerNone Indirect OwnerOther
Paul OrtnerPresident, Chief Compliance Officer, Cfo, Managing Member Owner or OfficerNone
Scott ThompsonManaging Member Owner or OfficerNone