Crowley Capital Management LLC

Overview

Crowley Capital Management LLC is an independent, individual-owned registered investment adviser that focuses on fee-based portfolio management and financial planning for individuals and families. The firm acts as a capital allocator for relatively concentrated client relationships, managing portfolios directly and, when appropriate, selecting third-party advisers for specialized mandates. Investment activity is skewed toward publicly traded equity exposure — both exchange-traded equities and mutual funds are primary building blocks — and the firm runs separate managed accounts rather than operating as a multi-state or institutional pension consultant. Fee billing is a percentage of assets under management. Crowley Capital’s advisory services emphasize discretionary portfolio management and financial planning for small numbers of high-balance households. The firm’s documented preference is equity-oriented allocations, implemented through direct equity positions and exchange-traded instruments inside separately managed accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices