Profile
Mr. James Shu is an Investment Analyst at Concise Capital Management LP.
He has over 7 years of experience as an investment analyst, operator and in the capital markets.
He served as an investment analyst at Concise Capital from 2015 to 2017 and rejoined in 2022.
His previous experience includes providing investment research for prominent long/short equity hedge funds.
Mr. Shu has also served as a licensed investment banking associate at Commenda Capital, providing capital raising, M&A and restructuring services across a variety of sectors including healthcare.
As an operator, he ran business development for a medical device company, OBMedical, which was acquired by Philips in 2018.
He is actively involved as an advisor for early-stage technology and healthcare companies.
Mr. Shu graduated from the University of Miami with a B.B.A.
in finance and business management.
James Shu active positions
| Companies | Position | Start |
|---|---|---|
Concise Capital Management LP
 Concise Capital Management LP Investment ManagersFinance Concise Capital Management LP (Concise) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Miami, Florida. The firm was co-founded by Thomas Krasner and Glenn Koach in 2004. Concise provides investment advisory services to high-net-worth individuals, families, private investment funds and other institutions. | Analyst-Equity | 01/01/2022 |
Former positions of James Shu
| Companies | Position | End |
|---|---|---|
Concise Capital Management LP
Concise Capital Management LP Investment ManagersFinance Concise Capital Management LP (Concise) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Miami, Florida. The firm was co-founded by Thomas Krasner and Glenn Koach in 2004. Concise provides investment advisory services to high-net-worth individuals, families, private investment funds and other institutions. | Analyst-Fixed Income | 01/09/2017 |
The Cockrell Group USA, Inc.
 The Cockrell Group USA, Inc. Investment ManagersFinance The Cockrell Group USA, Inc. is a capital markets development firm that focuses on enhancing investor awareness for small-to-midcap companies. The private company is based in Atlanta, GA. The company align a company's strategic goals to an institution's investment thesis and fundamentals to create a sound, long-term investment objective. The company was founded in 2008 by Rich Cockrell, who has been the CEO since 2008. | Corporate Officer/Principal | - |
Training of James Shu
| Miami University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Concise Capital Management LP
Concise Capital Management LP Investment ManagersFinance Concise Capital Management LP (Concise) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Miami, Florida. The firm was co-founded by Thomas Krasner and Glenn Koach in 2004. Concise provides investment advisory services to high-net-worth individuals, families, private investment funds and other institutions. | Finance |
The Cockrell Group USA, Inc.
The Cockrell Group USA, Inc. Investment ManagersFinance The Cockrell Group USA, Inc. is a capital markets development firm that focuses on enhancing investor awareness for small-to-midcap companies. The private company is based in Atlanta, GA. The company align a company's strategic goals to an institution's investment thesis and fundamentals to create a sound, long-term investment objective. The company was founded in 2008 by Rich Cockrell, who has been the CEO since 2008. | Finance |
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