Cruiser Capital Advisors, LLC

RIASEC RegisteredEst. 2013
Total AUM
$104M
Discretionary
$104M
100% of AUM
Avg account
$17.4M
Accounts
6
Employees
2
Advisory reps
1

Firm details

Headquarters
Stamford, Connecticut
CRD number
168739
Registered since
August 14, 2013
Custodians
PERSHING LLC, GOLDMAN SACHS & CO. LLC, INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles63.81%
  • HNWI36.19%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Cruiser Capital Advisors, LLC is a privately held hedge fund adviser that provides portfolio management to both individuals/families and pooled investment vehicles. Formed before 2013 and registered with the SEC in 2013, the firm serves a mix of individual and institutional clients and charges both an asset-based fee and performance-based fees typical of hedge fund structures. It also acts as sponsor, general partner, and managing member for pooled vehicles it manages, indicating active involvement in operating its private funds. The firm does not self-identify as an ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • Keith Rosenbloom

    Keith Rosenbloom

    Founder & Managing MemberCRD 2335150

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 2

Active vs passive

$889K in ETFs

Passive

59%

$526K

Active

0%

$363K

ETFProviderStyleCategoryValueShares% of portfolio
SPROTT URANIUM MINERS ETF (URNM)SprottPassiveNatural Resources$526K10,00059.16%

Location

Primary office

Stamford, CT

Fairfield

Location

Stamford, CT

Headquartered in Stamford, 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
243 Tresser Blvd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth