A complete list of active advisors currently associated with Crawford Capital, LLC
Warmer can help you find a great advisor at Crawford Capital, LLC or one who fits your needs even better.
Crawford Capital is a single-advisor registered investment adviser that provides discretionary portfolio management primarily to high‑net‑worth individuals and their personal trusts, and may also work with endowments and foundations. The firm manages separate accounts using two directional, long‑short equity strategies — a Concentrated strategy and a Hyper Concentrated strategy — focused on publicly traded equities with occasional use of derivatives. The firm’s investment process relies on microeconomic and fundamental research to identify long‑term, high‑conviction equity ideas; the Hyper Concentrated strategy isolates the subset of ideas with the strongest conviction while the Concentrated strategy generally limits initial positions to about 10% of account value. Typical gross exposure is described as 120%–200% (generally 80%–120% long and 40%–80% short), and the firm discloses using derivatives and margin (including margin payments tied to derivative positions) to obtain long and short exposures. Crawford Capital charges performance‑based fees — the Concentrated strategy uses a 20% fee above a high‑water mark measured annually and the Hyper Concentrated strategy charges 30% on realized gains — and requires clients to represent they qualify under applicable California regulation for such fees. The brochure also discloses a prior consent order in 2018 for operating without state registration (resulting in a $10,000 fine and a temporary cessation until authorized), notes the firm’s small size (one advisor, eight clients, roughly $5.4 million in discretionary AUM), and states that client assets remain held at broker‑dealers (the firm does not take custody).
To learn more about the advisors currently working at Crawford Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Los Angeles, CA
| 11
|
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