Asset Managers

Fully embedded analyst teams for asset managers, private equity, private credit, and alternative investment funds.

Overview

How Concentric Serves Asset Managers

Asset managers across the buy-side spectrum — from boutique credit shops and direct lending platforms to multi-strategy firms managing hundreds of billions — are Concentric’s largest and most complex client relationships. Our professionals work directly alongside your investment team, functioning as genuine extensions of your analytical capability rather than external vendors. The model spans buyout and growth equity, direct lending and mezzanine, syndicated and private credit, hedge fund and multi-strategy, secondaries and fund of funds — wherever rigorous fundamental analysis and tight reporting standards intersect. Where client compliance permits, optional AI-assisted portfolio surveillance is available as an always-on tracking layer.

Key Services

Services Covered

AI Capability — Available via Intelligence Layer

Portfolio Surveillance (Optional AI Layer)

Where client compliance permits, automated monitoring of issuer filings, rating actions, and sector developments can flag material events for analyst review, keeping coverage current between scheduled reporting cycles.

Client Engagements

What depth looks like in practice.

Deep domain experience across eight industry verticals — built through real engagements, not generic sector slides.

10-Member Embedded Team | Global Investment & Advisory Firm | $200Bn+ AUM

Our most extensive engagement, active since 2021. The team is fully integrated into the firm’s syndicated and private credit investment process, drafting memos, monitoring $15Bn+ in exposure, supporting reporting and ESG analysis, and providing illiquid loan valuation support on an ongoing basis.

Accounting & Operations Support | $19Bn+ AUM Investment Firm

We support the firm’s accounting function with bookkeeping optimization, month-end workbook management, and checklist maintenance, streamlining the finance function and reducing operational costs while maintaining accuracy.

Related Sectors

Sectors that share buyer characteristics

Ad-hoc projects, recurring retainers, or fully embedded teams, we configure the engagement around your workflow.