CREAND MANAGEMENT

Overview

Creand Management is a privately held investment adviser and registered representative operating as an insurance broker-dealer. The firm provides financial planning and portfolio management across individual and institutional clients, and it manages pooled investment vehicles as sponsor or general partner in some structures. Its advisory mandate covers discretionary and non‑discretionary portfolio management as well as planning and consulting services. Investment activity leans toward privately negotiated and non‑exchange-traded positions, with a material allocation to alternatives. Creand Management identifies as an active ESG investor, which appears to be applied across both public and private allocations. The firm’s business model blends traditional advisory fees (percentage of AUM, fixed and hourly fees) with performance-based arrangements, consistent with its participation in private placements and managed pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices