Concept Capital Holdings:
An Agency Prime Brokerage Firm

Recently Released!!!
Date Published: November 19, 2013
Summary PPT Deck: 15 Slides

Reference PPT Deck: 23 Slides

Concept Capital Holdings was founded by Michael Rosen & Jack Seibald in 2010 and is based in Garden City, NY. The firm has eight offices, twelve employees, 86 institutional clients, and $265 million assets under administration. Concept Capital Holdings is led by its CEO Bob Moore. Its web site can be found at

Concept Capital Holdings' comprehensive Power Point deck below includes a synopsis of its history, including its key phases:
  • Formation Phase
  • Middle Phase
  • Recent Phase
Its profile includes the key statistics of the firm, including its number of offices, employees, institutional clients, assets under administration, revenues, & net profits.

Its profile includes detailed outlines of its core businesses:

  • Concept Capital Markets
  • Concept Capital Administration
And its profile concludes with the highlights of its organizational structure & ownership.
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