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Concreit Fund Management LLC
SEC-regulated
Registered investment advisor
Concreit Fund Management LLC is a registered investment adviser based in Seattle, Washington, specializing in commercial real estate fractional investing for individual investors. The firm, established as a subsidiary of Concreit Inc., leverages distributed ledger technology in fund and asset management. Concreit offers investment advice tailored to individual client needs through its interactive Platform, recommending suitable investments based on factors like risk tolerance and financial goals. Clients can invest in Concreit's Offerings, with fees of 0.25% of assets under management for Individual Clients. The firm exercises discretion in selecting investments and managing client accounts, with an auto-invest function available for recurring investments. Concreit manages Concreit Fund I LLC, focusing on low volatility income streams from real estate investments. The firm discloses potential investment risks, such as market fluctuations and cybersecurity threats, and maintains a strict code of ethics to ensure client interests are prioritized. Concreit does not participate in soft dollar programs and provides annual reviews of client accounts. The firm does not vote client proxies and does not have custody of individual client funds. Concreit has no reportable disciplinary events and maintains financial stability to meet client commitments. For more information, visit www.concreit.com or contact (206) 350-7570.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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