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CRESCAT PORTFOLIO MANAGEMENT LLC
CRD 139620 · SEC 801-69008
44 COOK STREET, SUITE 100, DENVER, CO, 80206, United States
Phone
303-271-9997
Fax
303-271-9998
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$536.1M
Discretionary AUM
$536.1M
Team
10 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 78 | $9.8M |
| High net worth individuals | 23 | $9.1M |
| Pooled investment vehicles | 16 | $505.3M |
| Charitable organizations | 1 | $1.1M |
| Other investment advisers | 1 | $10.8M |
States served
AZ, CA, CO, IL, NY, WA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD