CRAFTWORK CAPITAL LLC

Overview

Craftwork Capital LLC is an independent registered investment adviser operating as a limited liability company that acts as a capital allocator for both individual/family and institutional clients. The firm’s advisory offering centers on financial planning and portfolio management for individuals, small businesses and institutions, plus pension consulting and the selection of other advisers. Fee arrangements are flexible, including percentage-of-AUM charges, hourly billing and fixed fees. Investment behavior is tilted toward public pooled vehicles as the core of client portfolios; public funds and mutual funds represent the single largest asset bucket. At the same time, Craftwork Capital positions itself to place client capital with third-party alternative managers—private equity, hedge funds and real estate—when client objectives call for illiquidity or return diversification. The firm reports no active ESG investing program on its ADV and performs discretionary management across the firm’s asset base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices