SourcingSourcing

CONCREIT FUND MANAGEMENT LLC

C39
CRD 310737·SEC 801-122742·SEATTLE, WA
AUM
$9.0M
<$25M
Est. Revenue
$90K
@ 1% on AUM
Est. EBITDA
$27K
@ 30% margin
Est. Deal Value
$217K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CONCREIT FUND MANAGEMENT LLC
CRD
310737
SEC file #
801-122742
EIN
—
DBA names
—

Economics

AUM
$9.0M
AUM band
<$25M
AUM trajectory
'25'26
$8.1M → $9.0M▲ +11%
Client mix
Individuals Other16,564
Individuals High Net Worth193
Pooled Investment Vehicles1

Operations

Employees (total)
0
Advisory staff (per ADV)
0
Advisory staff (5-yr trend)
—
Primary office
SEATTLE WA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesOther Advisory Services
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/concreit(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CONCREIT INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
CONCREIT INC.
Garnett, William, Christopher
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001781324
Edgar Registered
Yes
Edgar Filing Count
137
Edgar First Filing Date
2019-07-29
Edgar Last Filing Date
2026-05-11
Edgar Form D Count
2
Edgar Form D Offerings
2020-07-152020-07-15 · 0001781324-20-000001
2019-07-292019-07-29 · 0001766415-19-000002
Edgar Sic Description
Real Estate Investment Trusts

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
1201 3RD AVENUESUITE 2200SEATTLE, WA 98101
Business
1201 3RD AVENUESUITE 2200SEATTLE, WA 98101
Edgar EIN
842200971
Edgar Recent Filings
253G22026-05-11 · 0001731122-26-000699
1-K2026-05-01 · 0001731122-26-000648
Edgar Sic
6798
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (3)

3
Hsieh, Sean, Chang
IAR · Executive Officer · 2.5%
7318105
William Christopher Garnett
Executive Officer · 2.5%
6827403
Michael, Jordan, Levy
Executive Officer · 2.5%
7318115