Concentric

Have updates for this profile? Please contribute data

= Subscriber Access Only

You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.

With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.

Concentric — overview

Assets Under Management

Type

Wealth Manager

Location

Walnut Creek, CA, US

Alternative Asset Classes

PEVCREINFHFPDNR

About

Concentric is a US-based wealth manager and registered investment advisor. It offers wealth management, financial planning, tax indexing, and consulting services on a discretionary basis. Its clients include high-net-worth individuals, corporations and business entities. In July 2025, Advisor Partners was renamed as Concentric Innovation.

Time to go Pro

Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.