Crescat Portfolio Management LLC

Crescat Portfolio Management LLC (CRD# 139620) is a financial advisory firm headquartered in Denver, CO. They manage $273,769,442 in 156 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
44 Cook Street, Suite 100, Denver, CO 80206
http://crescat.net/
By the Numbers
  • Total Assets Under Management
    274
    MILLION
  • Total Number of Accounts
    156
    ACCOUNTS
  • Average Account Value
    $1,754,932
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 pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, IL, NH, NY, TX, WA

Financial Advisors at Crescat Portfolio Management LLC
Showing 1 - 4 of 4 top financial advisors.
1
Kevin Smith, financial advisor Denver CO
Kevin C. Smith
CRD#: 2270325
44 Cook Street, Suite 100, Denver, CO 80206

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 Smith, financial advisor Denver CO
Linda C. Smith
CRD#: 2424185
44 Cook Street, Suite 100, Denver, CO 80206

Linda Smith (CRD# 2424185) is an Investment Advisor Representative working at Crescat Portfolio Management LLC in Denver, CO and has over 30 years of experience in the finance industry.

3
Otavio Costa, financial advisor Denver CO
Otavio Costa
CRD#: 6087014
44 Cook Street, Suite 100, Denver, CO 80206

Otavio Costa (CRD# 6087014) is an Investment Advisor Representative working at Crescat Portfolio Management LLC in Denver, CO and has over 2 years of experience in the finance industry.

4
Marek Iwahashi, financial advisor Denver CO
Marek Iwahashi
CRD#: 7862159
44 Cook Street, Suite 100, Denver, CO 80206

Marek Iwahashi (CRD# 7862159) is an Investment Advisor Representative working at Crescat Portfolio Management LLC in Denver, CO and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals