Concentric Capital Strategies L.P. operates as an advisory company with its headquarters located in Stamford, Connecticut. The firm oversees assets totaling $369.0 million across three accounts, positioning itself as one of the prominent financial advisory firms nationwide in terms of assets under management (AUM).
Seth A. Turkeltaub established Concentric Capital Strategies LP in 2021, where he presently serves as Chief Investment Officer. Mr. Turkeltaub is an adept Project Manager with a demonstrated track record in the financial services industry. He is skilled in Asset Management, Risk Management, Financial Analysis, Finance, and Banking. He possesses robust program and project management abilities, underpinned by his comprehensive education from Columbia University - Columbia Business School, and has obtained his undergraduate degree from The Johns Hopkins University.
Concentric Capital Strategies manages assets for 9 clients with discretionary assets under management (AUM) totaling $1,336,074,197 as per their Form ADV from March 2024. Their most recent 13F filing for Q4 2023 disclosed holdings of managed 13F securities valued at $878,257,041, with a top 10 holdings concentration of 31.42%. Notably, Concentric Capital Strategies' largest holding consists of shares in SPDR S&P 500 ETF TRUST, with 312,000 shares held.
