Crescendo Capital Management, LLC

The firm provides discretionary investment supervisory services to individual and high‑net‑worth clients, documenting objectives in an Investment Policy Statement and executing trades on behalf of accounts. It acts through independent custodians (retaining only constructive custody for fee withdrawals) and does not serve as custodian for client assets.

Its investment approach emphasizes value-oriented, fundamental analysis aimed at buying equities and fixed‑income securities at discounts to intrinsic value, drawing on SEC filings and financial reports. Portfolios can be focused and may include small‑ and mid‑capitalization equities, stressed‑industry opportunities, preferreds and below‑investment‑grade corporate bonds as part of a value-driven strategy.

Notable operational features include a single investment professional who maintains full‑time employment outside the advisory business and, at the time of the brochure, managed a relatively small amount of discretionary assets compared with many institutional managers. The firm also discloses atypical practices for a manager of pooled/institutional assets—such as not aggregating client orders across accounts and not voting client proxies (clients receive and vote their own proxies)—and negotiates fees based on individual client circumstances rather than a strict formula.