CONCENTRATED CAPITAL MANAGEMENT LP
CRD #109690 SEC #801-57633 KING OF PRUSSIA, PA 484-329-2300
SEC Registered
Total AUM
$714K
Discretionary
$714K
Employees
5
Clients
--
Accounts
60
Firm Details
- Organization Type
- Partnership
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 22, 2002
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CCM HOLDINGS, CORP. | DE | GENERAL PARTNER | NA | Control |
| CCM HOLDINGS, CORP. | DE | GENERAL PARTNER | NA | Control |
| CONSTELLATION HOLDINGS LLC | DE | GENERAL PARTNER | NA | Control |
| CONSTELLATION HOLDINGS LLC | DE | GENERAL PARTNER | NA | Control |
| CONSTELLATION HOLDINGS LLC | DE | GENERAL PARTNER | NA | Control |
| CONSTELLATION HOLDINGS LLC | DE | GENERAL PARTNER | NA | Control |
| DULING, AMY, DENISE | I | EXECUTIVE VICE PRESIDENT, MARKETING AND PRODUCT MANAGEMENT | NA | |
| DULING, AMY, DENISE | I | EXECUTIVE VICE PRESIDENT, MARKETING AND PRODUCT MANAGEMENT | NA | |
| DULING, AMY, DENISE | I | EXECUTIVE VICE PRESIDENT, MARKETING AND PRODUCT MANAGEMENT | NA | |
| DULING, AMY, DENISE | I | EXECUTIVE VICE PRESIDENT, MARKETING AND PRODUCT MANAGEMENT | NA | |
| GRADY, JOHN, HENRY | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| GRADY, JOHN, HENRY | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | |
| GRADY, JOHN, HENRY | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | |
| GRADY, JOHN, HENRY | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | |
| LEVEN, JOHN, HAROLD | I | CHIEF FINANCIAL OFFICER | NA | |
| LEVEN, JOHN, HAROLD | I | DIRECTOR, FINANCE | NA | |
| LEVEN, JOHN, HAROLD | I | DIRECTOR, FINANCE | NA | |
| MCALEER, FRANCIS, JOSEPH | I | EXECUTIVE VICE PRESIDENT, DISTRIBUTION | NA | |
| MCALEER, FRANCIS, JOSEPH | I | EXECUTIVE VICE PRESIDENT, DISTRIBUTION | NA | |
| MCALEER, FRANCIS, JOSEPH | I | EXECUTIVE VICE PRESIDENT, DISTRIBUTION | NA | |
| MCALEER, FRANCIS, JOSEPH | I | EXECUTIVE VICE PRESIDENT, DISTRIBUTION | NA | |
| MORAN, PETER, JAMES | I | MANAGING DIRECTOR | NA | |
| MORAN, PETER, JAMES | I | MANAGING DIRECTOR | NA | |
| ROBBINS, ANTOINETTE, CORNEILA | I | CHIEF COMPLIANCE OFFICER, VP AND CHIEF REGULATORY OFFICER | NA | |
| ROBBINS, ANTOINETTE, CORNEILA | I | VICE PRESIDENT AND CHIEF REGULATORY OFFICER | NA | |
| ROBBINS, ANTOINETTE, CORNEILA | I | VICE PRESIDENT AND CORPORATE COUNSEL | NA | |
| ROTE, JANET, RADER | I | DIRECTOR OF COMPLIANCE | NA | |
| SPECHT, HANS, DAVID | I | VICE PRESIDENT, FINANCE | NA | |
| CONSTELLATION HOLDINGS II, L.P. | DE | LIMITED PARTNER | D | Control |
| CONSTELLATION HOLDINGS II, L.P. | DE | LIMITED PARTNER | D | Control |
| CONSTELLATION HOLDINGS II, L.P. | DE | LIMITED PARTNER | D | Control |
| CONSTELLATION HOLDINGS II, L.P. | DE | LIMITED PARTNER | D | Control |
| BERLACHER, GREGORY, JOSEPH | I | LIMITED PARTNER | C | Control |
| BERLACHER, GREGORY, JOSEPH | I | LIMITED PARTNER | C | Control |
| MARCUS, STEPHEN, CECIL | I | LIMITED PARTNER | C | Control |
| MARCUS, STEPHEN, CECIL | I | LIMITED PARTNER | C | Control |
| MORAN, PETER, JAMES | I | PRESIDENT | C | |
| CABERNET PARTNERS, LP | DE | LIMITED PARTNER | B | |
| CABERNET PARTNERS, LP | DE | LIMITED PARTNER | B | |
| CABERNET PARTNERS, LP | DE | LIMITED PARTNER | B | |
| CABERNET PARTNERS, LP | DE | LIMITED PARTNER | B | |
| TURNER INVESTMENT PARTNERS INC | DE | LIMITED PARTNER | B | |
| TURNER INVESTMENT PARTNERS INC | DE | LIMITED PARTNER | B | |
| ARGOSY CAPITAL GROUP, LP | DE | LIMITED PARTNER | A | |
| ARGOSY CAPITAL GROUP, LP | DE | LIMITED PARTNER | A | |
| ARGOSY CAPITAL GROUP, LP | DE | LIMITED PARTNER | A | |
| ARGOSY CAPITAL GROUP, LP | DE | LIMITED PARTNER | A | |
| BALLYSHANNON PARTNERS, LP | DE | LIMITED PARTNER | A | |
| BALLYSHANNON PARTNERS, LP | DE | LIMITED PARTNER | A | |
| BALLYSHANNON PARTNERS, LP | DE | LIMITED PARTNER | A | |
| BALLYSHANNON PARTNERS, LP | DE | LIMITED PARTNER | A | |
| GEEWAX, JOHN, JULIUS | I | LIMITED PARTNER | A | |
| GEEWAX, JOHN, JULIUS | I | LIMITED PARTNER | A | |
| GEEWAX, JOHN, JULIUS | I | LIMITED PARTNER | A | |
| GEEWAX, JOHN, JULIUS | I | LIMITED PARTNER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ARGOSY CAPITAL GROUP, LLC | DE | ARGOSY CAPITAL PARTNERS LP | F | |
| ARGOSY CAPITAL GROUP, LLC | DE | ARGOSY CAPITAL PARTNERS LP | F | |
| ARGOSY CAPITAL GROUP, LLC | DE | ARGOSY CAPITAL PARTNERS LP | F | |
| ARGOSY CAPITAL GROUP, LLC | DE | ARGOSY CAPITAL PARTNERS LP | F | |
| BALLYSHANNON PARTNERS, INC. | DE | BALLYSHANNON PARTNERS, LP | F | |
| BALLYSHANNON PARTNERS, INC. | DE | BALLYSHANNON PARTNERS, LP | F | |
| BALLYSHANNON PARTNERS, INC. | DE | BALLYSHANNON PARTNERS, LP | F | |
| BALLYSHANNON PARTNERS, INC. | DE | BALLYSHANNON PARTNERS, LP | F | |
| CONSTELLATION HOLDINGS LLC | DE | CONSTELLATION INVESTMENT MANGEMENT CO. LP | F | Control |
| CONSTELLATION HOLDINGS LLC | DE | CONSTELLATION INVESTMENT MANGEMENT CO. LP | F | Control |
| CONSTELLATION HOLDINGS LLC | DE | CONSTELLATION INVESTMENT MANGEMENT CO. LP | F | Control |
| CONSTELLATION HOLDINGS LLC | DE | CONSTELLATION INVESTMENT MANGEMENT CO. LP | F | Control |
| RAB INVESTMENTS LLC | DE | CABERNET PARTNERS LP | F | |
| RAB INVESTMENTS LLC | DE | CABERNET PARTNERS LP | F | |
| RAB INVESTMENTS LLC | DE | CABERNET PARTNERS LP | F | |
| RAB INVESTMENTS LLC | DE | CABERNET PARTNERS LP | F | |
| BERLACHER, GREGORY, JOSEPH | I | CCM HOLDINGS, CORP | E | Control |
| BERLACHER, GREGORY, JOSEPH | I | CCM HOLDINGS, CORP | E | Control |
| CONSTELLATION HOLDINGS II, L.P. | DE | CONSTELLATION INVESTMENT MANAGEMENT CO., L.P. | E | |
| GRADY, JOHN, HENRY | I | CONSTELLATION HOLDINGS LLC (GP) | E | Control |
| GRADY, JOHN, HENRY | I | CONSTELLATION HOLDINGS LLC (GP) | E | Control |
| GRADY, JOHN, HENRY | I | CONSTELLATION HOLDINGS LLC (GP) | E | Control |
| GRADY, JOHN, HENRY | I | CONSTELLATION HOLDINGS LLC (GP) | E | Control |
| TERKER, BRUCE, EVANS | I | ARGOSY CAPITAL GROUP LP | E | |
| TERKER, BRUCE, EVANS | I | ARGOSY CAPITAL GROUP LP | E | |
| TERKER, BRUCE, EVANS | I | ARGOSY CAPITAL GROUP LP | E | |
| TERKER, BRUCE, EVANS | I | ARGOSY CAPITAL GROUP LP | E | |
| BERLACHER, JULIE | I | RAB INVESTMENTS LLC | D | |
| BERLACHER, JULIE | I | RAB INVESTMENTS LLC | D | |
| BERLACHER, JULIE | I | RAB INVESTMENTS LLC | D | |
| BERLACHER, JULIE | I | RAB INVESTMENTS LLC | D | |
| BERLACHER, ROBERT, ALLEN | I | CABERNET PARTNERS, LP | D | |
| BERLACHER, ROBERT, ALLEN | I | CABERNET PARTNERS, LP | D | |
| BERLACHER, ROBERT, ALLEN | I | CABERNET PARTNERS, LP | D | |
| BERLACHER, ROBERT, ALLEN | I | CABERNET PARTNERS, LP | D | |
| TURNER, ROBERT, EUGENE | I | TURNER INVESTMENT PARTNERS, INC. | D | Control |
| TURNER, ROBERT, EUGENE | I | TURNER INVESTMENT PARTNERS, INC. | D | Control |
| MORAN, PETER, JAMES | I | CONSTELLATION HOLDINGS II, L.P. | C | Control |
| MORAN, PETER, JAMES | I | CONSTELLATION HOLDINGS II LP | C | |
| MORAN, PETER, JAMES | I | CONSTELLATION HOLDINGS II LP | C | |
| TERKER, BRUCE, EVANS | I | BALLYSHANNON PARTNERS INC. | C | |
| TERKER, BRUCE, EVANS | I | BALLYSHANNON PARTNERS INC. | C | |
| TERKER, BRUCE, EVANS | I | BALLYSHANNON PARTNERS INC. | C | |
| TERKER, BRUCE, EVANS | I | BALLYSHANNON PARTNERS INC. | C | |
| TERKER, CINDY | I | BALLYSHANNON PARTNERS, INC. | C | |
| TERKER, CINDY | I | BALLYSHANNON PARTNERS, INC. | C | |
| TERKER, CINDY | I | BALLYSHANNON PARTNERS, INC. | C | |
| TERKER, CINDY | I | BALLYSHANNON PARTNERS, INC. | C |
Registrations
Federal
IA
Mar 22, 2002 REGISTERED
Notice Filings (1)
PA
Address
1150 FIRST AVENUEPARK VIEW TOWER, SUITE 600
KING OF PRUSSIA, PA 19406-2816
USA
Phone: 484-329-2300