CRAWFORD FUND MANAGEMENT, LLC

RIASEC RegisteredEst. 2022
Total AUM
$356M
Discretionary
$356M
100% of AUM
Avg account
$71.2M
Accounts
5
Employees
4
Advisory reps
3

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
158659
Registered since
May 17, 2022
Custodians
CUSTODY MANAGEMENT SERVICES
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles63.62%
  • State / Municipal Government36.38%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Crawford Fund Management, LLC is a limited liability company that operates as a hedge fund adviser and manager to institutional clients. The firm registered with the SEC in 2022 and is owned by an individual. Its advisory mandate centers on portfolio management for pooled investment vehicles and for businesses or institutions. Crawford Fund charges a mix of percentage-of-AUM, fixed, and performance-based fees. It reports being an active ESG investor and states roles that include acting as sponsor, general partner, or managing member of pooled vehicles and serving in CPO/CTA capacities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

2 of 2
  • SCOTT UTZINGER

    Partner and Chief Operating OfficerCRD 6123178

  • CHRISTOPHER CRAWFORD

    Managing Partner and Chief Investment OfficerCRD 2771833

Contacts

1 of 1
  • JONATHAN SAUNDERS

    Partner and Senior AnalystCRD 6069088

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
265 Franklin St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth