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).
Total Assets Under Management150MILLION
Total Number of Accounts67ACCOUNTS
Average Account Value$2,241,024
- A percentage of assets under your management
- Performance-based fees
- 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
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.
Linda Smith (CRD# 2424185) is an Investment Advisor Representative working at Crescat Portfolio Management LLC in Denver, CO and has over 24 years of experience in the finance industry.