Crescat Portfolio Management LLC

Crescat Portfolio Management LLC (CRD# 139620) is a financial advisory firm headquartered in Denver, CO. They manage $150,148,598 in 67 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    150
    MILLION
  • Total Number of Accounts
    67
    ACCOUNTS
  • Average Account Value
    $2,241,024
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Crescat Portfolio Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Kevin C. Smith
CRD#: 2270325
1560 Broadway, Suite 2270, Denver, CO 80202
100
Wealthminder
score

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.

2
Linda C. Smith
CRD#: 2424185
1560 Broadway, Suite 2270, Denver, CO 80202
93
Wealthminder
score

Linda Smith (CRD# 2424185) 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.

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