Crito Capital Advisers LLC
Firm details
- Headquarters
- Westport, Connecticut
- CRD number
- 330570
- Website
- www.critocapital.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Crito Capital Advisers LLC is organized as a limited liability company and operates as a capital allocator serving individual and small-business clients. Its advisory work centers on portfolio management for individuals and small businesses and on selecting outside managers, while its business registrations include acting as a registered representative of a broker‑dealer and as a registered municipal advisor. The firm charges a mix of percentage‑of‑AUM and fixed fees. The firm is not identified as an active ESG investor, and it is not described as a pension consultant or related adviser. The data labels the adviser classification as unclassified; that and the combination of broker‑dealer rep and municipal advisor roles suggest a hybrid practice that can provide both advisory services and broker/dealer or municipal advisory functionality.
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 4
Frederick Lake
Registered Investment AdvisorCRD 719098

Lisa Snyderman
Managing MemberCRD 1056330
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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