KROWTEN EQUITIES

Overview

Krowten Equities is an independent registered investment adviser that focuses on serving individuals and families with fee-based wealth management. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its stated investment preference centers on exchange-traded equities as the primary asset class, combined with mutual funds for additional diversification. Krowten Equities does not position itself as a capital allocator; instead it constructs client portfolios using third-party managers and liquid public market instruments while selectively allocating to alternative strategies such as hedge funds and digital currency. Portfolio construction appears to follow a core-satellite approach: core holdings are public equities and funds, with targeted use of alternatives to pursue diversification or return enhancement. The firm is not an active ESG investor and operates as a single-state adviser model rather than a multi-state platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices