Cropsey Asset Management, LLC

Overview

Cropsey Asset Management, LLC is a small, owner-operated advisory firm focused on fee-based discretionary portfolio management for individuals and families, including small business owners. The firm reports a clear equity tilt: its stated asset preference is equities and the largest share of client assets sits in exchange-traded equities. Management style appears centered on active, equity-focused portfolios rather than multi-asset or liability-driven strategies. Cropsey does not identify as an active ESG investor and it is not positioned as a capital allocator to private managers. Clients are concentrated and high-net-worth: with a very small client roster, the firm manages individualized portfolios rather than mass-market model solutions. Custody through Interactive Brokers suggests the advisor executes across a wide range of exchange-traded instruments and can access both individual securities and ETFs efficiently.

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Public Holdings

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Location & Offices