Concentric Wealth Advisors LLC

Read About Hedge Funds

Key Facts

Websitehttp://www.cwa8.com
HeadquartersLake Oswego, OR
Employees3
AUM$90 million
AUM as ofSeptember 1, 2017
Clients9

Overview

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

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