CRESCAT PORTFOLIO MANAGEMENT LLC

RIASEC RegisteredEst. 2008

Total AUM

$536M

Discretionary

$536M

100% of AUM

Avg account

$4.5M

Accounts

119

Employees

Advisory reps

Firm details

Headquarters: DENVER, Colorado
CRD number: 139620
Registered since: April 2, 2008
Website: www.crescat.net
Custodians: INTERACTIVE BROKERS LLC, AXOS CLEARING LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles94.26%
Other Investment Advisers2.01%
Individuals1.82%
HNWI1.69%
Charitable Organizations0.21%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Crescat Portfolio Management LLC is a hedge-fund–style registered investment adviser that runs both separate account portfolios and pooled investment vehicles for individuals, families and institutions. The firm charges a combination of asset-based and performance fees and operates more like an active manager than a traditional wealth manager: equity exposure is a clear focus, and the firm sponsors and manages pooled funds rather than only acting as a passive allocator. Crescat is not positioned as an ESG-focused or pension-consulting adviser; its business centers on portfolio management for private clients and for its own pooled vehicles.