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Crescat Portfolio Management LLC

Headquartered in DENVER, CO

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Firm Information

Crescat Portfolio Management LLC is an investment advisor based in Denver, Colorado. The firm provides portfolio management services for individuals and pooled investment vehicles. The firm's regulatory assets under management total $273,769,442. As of their latest reporting, Crescat manages 156 accounts, including 27 for high-net-worth individuals, 2 for other investment advisors, and 14 for pooled investment vehicles.

Crescat Portfolio Management LLC

44 COOK STREET

DENVER, CO 80206

$273.77M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (3)

CRESCAT PORTFOLIO MANAGEMENT LLC has a total of 3 branch locations across the country.
location

Northglenn, CO

location

DENVER, CO

location

Denver, CO

Advisors at Crescat Portfolio Management LLC

View All 4 Advisors
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Linda Carleu Smith

RA

DENVER, CO

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Otavio Costa

RA

Denver, CO

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Marek Iwahashi

RA

DENVER, CO

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Kevin Clark Smith

RA

DENVER, CO

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Disclosures

There are no public disclosures for Crescat Portfolio Management LLC.

Frequently Asked Questions (10)

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