Kevin Smith
CRD Number: 2270325Current Firm: Crescat Portfolio Management LLC
Compensation Model: Fee Only
Kevin Smith (CRD# 2270325) is an Investment Advisor Representative working at Crescat Portfolio Management LLC in Denver, CO and has over 23 years of experience in the finance industry. Kevin is the founder and CEO of Crescat Captial. He is a hedge fund manager serving institutions and family offices with a robust, value-driven, multi-disciplinary investment process. He has delivered high risk-adjusted returns as a fully discretionary asset manager over the last seventeen years including through two record bear markets across three institutional-class investment products. Crescat's strategies have been recognized as top-performing by independent rating services such as Bloomberg, Morningstar, eVestment, BarclayHedge, and Informa PSN, and BarclayHedge. See Crescat's website: www.crescat.net for furhter information and disclosures.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Crescat Portfolio Management LLC | Denver, CO | Jan 2006 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1992 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1992 |
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Total Assets Under Management274MILLIONS
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Total Number of Accounts156ACCOUNTS
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Average Account Value$1,754,932
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
AZ, CA, CO, IL, NH, NY, TX, WA
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