Crescat Portfolio Management LLC
Crescat Portfolio Management LLC is an SEC-registered wealth manager in Denver, CO with $536.1M assets under management (AUM, regulatory AUM), +140% over one year. See who owns Crescat Portfolio Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 139620, SEC 801-69008, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $536.1M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- Denver, CO
- Employees
- 10
- Clients
- 118
- CRD
- 139620
- Ownership
- CRESCAT CAPITAL LLC; VALUE GROWTH CONSULTING LLC; SMITH, LINDA, CARLEU; SMITH, KEVIN, CLARK; BOOKER, CLAIBORNE, BROGDEN
How much AUM does Crescat Portfolio Management LLC have?
Crescat Portfolio Management LLC reported $536.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Crescat Portfolio Management LLC?
Disclosed owners and executives of Crescat Portfolio Management LLC include CRESCAT CAPITAL LLC, VALUE GROWTH CONSULTING LLC, SMITH, LINDA, CARLEU, SMITH, KEVIN, CLARK, BOOKER, CLAIBORNE, BROGDEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.