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Otavio Costa

Crescat Portfolio Management LLC

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About Otavio Costa

Otavio Costa is an Investment Advisor Representative registered with Crescat Portfolio Management LLC. Otavio has been in the industry since October 2013. Otavio is registered with the states of Colorado and Texas. Otavio holds a Series 65 license, and specializes in Portfolio Management for Individuals and Pooled Investment Vehicles.

Firm Information

Otavio Costa is currently registered with Crescat Portfolio Management LLC. 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.

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Otavio Costa’s Registration & Firm History

CO

04/18/2022 - Present

Crescat Portfolio Management LLC (Denver CO)

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Licenses & Designations

IA

Issued 04/25/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Otavio Costa.
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