CRANE CAPITAL MANAGEMENT LLC

Overview

Crane Capital Management LLC is an independent, fee-based registered investment adviser that provides financial planning and discretionary portfolio management primarily for individuals, families and small businesses, with select institutional relationships. The firm structures client portfolios largely with public funds and mutual funds, operating separately managed account (SMA) solutions and allocating to external alternative managers where appropriate. Crane Capital is not positioned as an ESG-focused adviser, is not a multi-state adviser, and does not serve as a pension consultant. Its owner structure is individual-led and the business model centers on percentage-of-AUM fees and hands-on portfolio oversight.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices