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Building 2CRESCAT PORTFOLIO MANAGEMENT LLC

Map pinDENVER, CO
Phone303-271-9997
NotebookSEC #801-69008
Total AUM
$536.1M
Employees
10
Clients
119

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
44 COOK STREET
SUITE 100
DENVER
CO 80206
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
303-271-9997

ReceiptFinancials

Total AUM
$536.1M
Accounts
119
Discretionary
$536.1M
Accounts
119
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
78
AUM
$9.8M
HNW Individual Clients
23
AUM
$9.1M
Pooled Vehicle Clients
16
AUM
$505.3M
Charitable Organization Clients
1
AUM
$1.1M
Investment Advisor Clients
1
AUM
$10.8M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOILNHNYTXWA

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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