CRITO CAPITAL ADVISERS LLC
Firm details
- Headquarters
- WESTPORT, Connecticut
- CRD number
- 330570
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Crito Capital Advisers LLC is a small, LLC-structured advisory firm that focuses on portfolio management for individuals and small businesses and on selecting third-party advisers. The firm operates as a capital allocator, sourcing and placing client capital into external managers and funds rather than running large, in-house investment platforms. It also functions as a registered representative of a broker-dealer and as a registered municipal advisor, which suggests experience advising on municipal financing and fixed-income solutions in addition to portfolio construction. Crito Capital Advisers charges a mix of percentage-of-assets and fixed fees, consistent with a boutique advisory model that combines discretionary portfolio management with fee-based planning or project work. The firm is not identified as an active ESG investor. Given its stated advisory activities — particularly selection of other advisers — the firm appears to operate as a manager-of-managers or as a conduit to third-party fund managers rather than a large direct asset manager.
Assets & Accounts
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
Contacts
3 of 4LISA SNYDERMAN
Marketing SpecialistCRD 1056330
SIDDHARTH REDDY
Registered RepresentativeCRD 5199087
THEODORE GILLMAN
Managing PrincipalCRD 2498623
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WESTPORT, CT
FAIRFIELD
Location
WESTPORT, CT
Headquartered in WESTPORT, CT, 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
- FAIRFIELD
- Address
- 8 Wright St
- Time zone
- ET (UTC-5)
- Office locations
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