C
CONCENTRIC
SEC RegisteredWALNUT CREEK, CAhttps://concentricinnovation.com888-265-2257
Assets Under Management
$5B–$25B
Employees
26
Office Locations
1 office
Total Accounts
5371
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
High Net WorthPension/Profit Sharing
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 762 | $555M |
| High Net Worth Individuals | 4,380 | $11.7B |
| Charitable Organizations | 3 | $22M |
| State/Municipal Entities | 91 | — |
| Insurance Companies | 4 | — |
3 total clients reported on Form ADV.
Leadership
Llc Pathstone Holdings
MANAGING MEMBER
Lm Checkmark Holdings Llc
SHAREHOLDER
Lm Pathstone Holdings Llc
MEMBER
Lm Checkmark Investment Holdings V-A Inc.
MEMBER
Lovell Minnick Equity Partners V Lp
MEMBER
Lm Checkmark Intermediate Co Lp
SHAREHOLDER
Lovell Minnick Equity Advisors V Lp
GENERAL PARTNER
Lovell Minnick Equity Advisors V Lp
GENERAL PARTNER
Lovell Minnick Equity Advisors V Lp
GENERAL PARTNER
Fund V Ugp Llc
GENERAL PARTNER
Lovell Minnick Partners Llc
MANAGING MEMBER
Office locations
1 office in 1 state
CA
WALNUT CREEKHQ
Advisors at this firm
8 advisors in the directory
Rahul Nmn Agrawal
Investment Adviser Representative
Adrian Enrique Colmenares
Investment Adviser Representative
Ashley Elaine Duffey
Investment Adviser Representative
Gael Fonseca Gutierrez
Investment Adviser Representative
Elena Gorskaya
Investment Adviser Representative
Luke Desmond Hass
Investment Adviser Representative
Bryan James Lee
Investment Adviser Representative
Jia Xu
Investment Adviser Representative
Regulatory & compliance
CRD number
#321633
SEC Number
801-125744
Disciplinary History
No
Fee Model & Minimums
Model: AUM
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
concentricinnovation.comPhone
888-265-2257Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CONCENTRIC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.