Concreit Fund Management Llc
- Regulatory AUM
- $9.0M
- Discretionary
- $9.0M
- Clients
- 16,758
- Avg AUM / client
- $539
- Accounts
- 1
- Employees
- 0
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 16,564 | — | — |
| High net worth individuals | 193 | — | — |
| Pooled investment vehicles (non-investment companies) | 1 | $9.0M | 100.0% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael, Jordan, Levy | Cto | May 2019 (7y) | ≈ 18.75% – 50% via Concreit Inc. | |
| Sean Chang Hsieh | Ceo | May 2019 (7y) | ≈ 18.75% – 50% via Concreit Inc. | |
| Garnett, William, Christopher | Chief Compliance Officer | Apr 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Concreit Inc. | Sole Member | May 2019 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Michael, Jordan, Levy: 25% – 50% of Concreit Inc. × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Sean Chang Hsieh: 25% – 50% of Concreit Inc. × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 910 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Other services
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗