Concinnity Advisors LP
Legal Name: CONCINNITY ADVISORS, LP
Full Contact Details
Concinnity Advisors LP
914-591-0117
914-591-0120
Other Info
Concinnity Advisors, LP operates as a DE Limited Partnership with a team of three highly skilled professionals in advisory roles. The specific number of clients it serves is undisclosed; however, the firm's SEC status is approved and has been registered since July 2013.
Concinnity Advisors, LP: An RIA for multi-stakeholder management, ESG, SRI
Concinnity is an RIA founded on the belief that companies using a multi-stakeholder management style will outperform those with a shareholder-centric approach. Concinnity believes in socially responsible investing (SRI) and ESG.
Direct Owners
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3D FINANCIAL ENGINEERING LLC
LIMITED PARTNER owns more than 25% but less than 50%
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CONCINNITY 3D GP LLC
GENERAL PARTNER OF THE ADVISOR owns less than 5%
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PETER DERBY
FOUNDING PARTNER, MANAGER OF THE MANAGING MEMBER OF THE GENERAL PARTNER OF CONCINNITY ADVISORS, LP & CCO owns more than 25% but less than 50%
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RICHARD JAMES FRAZIER
FOUNDING PARTNER owns more than 25% but less than 50%
Indirect Owners
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3D TRUST
MEMBER owns 75% or more
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EUGENE SERGE TROUBETZKOY
TRUSTEE
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NATALIE TROUBETZKOY DERBY
TRUSTEE