CROWN ADVISORS MANAGEMENT, INC.
Firm details
- Headquarters
- LARKSPUR, California
- CRD number
- 109720
- Registered since
- April 20, 2015
- Website
- www.crownsearch.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Crown Advisors Management, Inc. is organized as a corporation and operates as a hedge fund adviser focused on pooled investment vehicles for institutional clients. The firm registered with the SEC in 2015 and is owned by an individual. Its fee schedule combines a percentage-of-assets-under-management charge with performance-based fees, and its advisory activity centers on portfolio management for pooled funds rather than individual household relationships. FINTRX data indicates the firm is not characterized as an active ESG investor.
Assets & Accounts
Public Holdings
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
1 of 1ROBERT FEARON
Portfolio ManagerCRD 1642426
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$5.1M in ETFs
100%
$5.1M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) S&P(R) BIOTECH ETF (XBI) | State Street | Passive | Health | $2.6M | 20,000 | 50.00% |
Location
LARKSPUR, CA
MARIN
Location
LARKSPUR, CA
Headquartered in LARKSPUR, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- MARIN
- Address
- 17 E Sir Francis Drake Blvd
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
TRIAVERA CAPITAL LLC
RIALARKSPUR, CA
MAVEN EQUITY PARTNERS, LLC
RIALARKSPUR, CA
TAMALPAIS ASSET MANAGEMENT
RIALARKSPUR, CA
BROADWING CAPITAL ADVISORS, INC.
RIALARKSPUR, CA
WARM SPRINGS ADVISORS INC.
RIALARKSPUR, CA
PANORAMIC CAPITAL, LLC
RIALARKSPUR, CA