CROMWELL FUNDS

RIASEC RegisteredEst. 2021

Total AUM

$369M

Discretionary

$369M

100% of AUM

Avg account

$73.8M

Accounts

5

Employees

4

Advisory reps

7

Firm details

Headquarters: BALTIMORE, Maryland
CRD number: 314411
Registered since: October 27, 2021
Website: opencorporates.com
Fee structure: Percentage of AUM
Client types: Investment Companies100%
Services: Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Cromwell Funds LLC is an SEC-registered investment adviser organized as a limited liability company and registered in 2021. The firm serves institutional clients and advertises portfolio management services for investment companies, operating on a percentage-of-assets fee schedule. It is structured as an individually owned adviser and does not present itself as a capital allocator or a multi-state adviser. Cromwell Funds is not identified as an active ESG investor and is not listed as a pension consultant or a related adviser in the available data.

Assets & Accounts

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

1 of 1

DARCY LIMANNI
Chief Compliance OfficerCRD 4919330

Contacts

3 of 6

CHRISTIAN KANSLER
Vice President, Investment ConsultantCRD 5227096
ERIK RANSON
Senior Business Development OfficerCRD 4642554
MEGAN VICHICH
Registered RepresentativeCRD 2673607

Unlock 3 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

BALTIMORE, MD

BALTIMORE

Location

BALTIMORE, MD

Headquartered in BALTIMORE, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area: Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region: South
County: BALTIMORE
Address: 810 Gleneagles Ct
Time zone: ET (UTC-5)
Office locations

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