Cromwell Funds
Cromwell Funds is an SEC-registered ria in Baltimore, MD with $368.9M assets under management (AUM, regulatory AUM), -8% over one year. See who owns Cromwell Funds: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 314411, SEC 801-122554, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $368.9M (2026-03-27)
- Firm type
- Ria
- Location
- Baltimore, MD
- Employees
- 4
- CRD
- 314411
- Ownership
- Gould, Thayne; KANSLER, CHRISTIAN, MATTHEW; VICHICH, MEGAN, TURNER; NELSON, BRIAN, CARL; Baird, Stephen, Edward
How much AUM does Cromwell Funds have?
Cromwell Funds reported $368.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Cromwell Funds?
Disclosed owners and executives of Cromwell Funds include Gould, Thayne, KANSLER, CHRISTIAN, MATTHEW, VICHICH, MEGAN, TURNER, NELSON, BRIAN, CARL, Baird, Stephen, Edward. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.