Crux and Company, LLC

RIAState Registered
Total AUM
$687K
Discretionary
$687K
100% of AUM
Avg account
$687K
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
284931
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Crux and Company, LLC is an LLC that operates as a hedge-fund style adviser focused on pooled investment vehicles for institutional clients. The firm is owned by an individual and serves as an active sponsor/GP and managing member of its pooled vehicles rather than functioning as a broad capital allocator. Its advisory mandate centers on portfolio management for pooled funds, and its compensation model combines an asset-based fee with performance-based fees. Crux and Company, LLC is not identified as an active ESG investor and is not flagged as a multi-state or newly formed adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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