CRAVEN CAPITAL LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 159238
- Website
- cravencapital.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Craven Capital LLC operates as a limited liability company focused on providing financial planning services and portfolio management for individuals and small businesses. The firm emphasizes a straightforward fee structure based on a percentage of assets under management (AUM). While it does not engage in capital allocation or act as a pension consultant, Craven Capital has established itself as a dedicated advisor to its clients, tailoring its services to meet their unique financial needs.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Contacts
2 of 2BRIAN MACNISH
Managing PrincipalCRD 2000013
BRENDAN LYLE
MemberCRD 6040721
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 85 Broad St
- Time zone
- ET (UTC-5)
- Office locations
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