Concreit Fund Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Seattle, WA. Its latest Form ADV filing, dated March 31, 2026, reports $9M in regulatory assets under management, 0 employees, and 1 account.
Assets Under Management
$9M
Employees
—
Offices
--
Total Clients
16,758
Primary office
SEATTLE, WA
1942 WESTLAKE AVE, UNIT 3204, SEATTLE, WA, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 98.8% of total clients.
Top client categories% of clientsClients
1
Individuals
98.8%
16,564
2
HNWI
1.2%
193
Additional categories (<0.1%)
Pooled Investment Vehicles<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$9Mas of March 31, 2026
Discretionary100.0%
$9M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$9M
Total Accounts1
10Y AUM Change+$9M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees—
Clients per Employee—
10Y Employee Change-4 (-100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.