A complete list of active advisors currently associated with Crenshaw Capital Management
Warmer can help you find a great advisor at Crenshaw Capital Management or one who fits your needs even better.
Crenshaw Capital Management provides investment advisory and portfolio management services to individual clients and reports charging percentage-of-AUM fees, as described in its Form ADV. The firm’s ADV also lists institutional clients among its client types, indicating it serves both individual and institutional mandates. The Form ADV (notably Items 8 and 13) describes the firm’s methods of analysis, investment strategies, and account review procedures that support ongoing portfolio management. The brochure also addresses custody, account discretion and related operational matters in Items 15, 16 and 17, indicating established processes for managing client accounts. What is distinctive is the firm’s small reported footprint — approximately $3,100 in regulatory assets under management and a single client — combined with an offering of portfolio management services for institutional clients, an uncommon mix among independent advisers. The ADV’s inclusion of institutional client services and the firm’s coverage of institutional-focused compliance and administration topics set it apart from peers of similar size.
To learn more about the advisors currently working at Crenshaw Capital Management, 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
| 15
|
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