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Concentrated Capital Management LP (Berwyn)


Concentrated Capital Management LP is an adviser based in Berwyn. It manages $400 thousand of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Pennsylvania.

Concentrated Capital Management provides portfolio management for investment companies and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Concentrated Capital Management: assets under management

The assets under management (AUM) of Concentrated Capital Management LP is $400 thousand, all of which is managed in discretionary accounts. The firm's AUM has gone down by -87% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $400 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $400 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Concentrated Capital Management LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Robert Eugene Turner Chairman, cio 1 Mar 1990 50% - 75% 731362
Gregory Joseph Berlacher President & ceo 1 Apr 2000 75% - 100% 1929689
John Henry Grady Sole member 1 Mar 2004 75% - 100% 4431440

Based in Berwyn

The principal office where Concentrated Capital Management LP performs its advisory services is located at 1205 Westlakes Drive, Berwyn, PA 19132, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 484.329.2800 or by fax 484.595.0257. The normal business hours are 8:00am - 5:00pm on Monday - Friday.


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