A complete list of active advisors currently associated with Crespo Capital LLC

Warmer can help you find a great advisor at Crespo Capital LLC or one who fits your needs even better.

Crespo Capital LLC provides discretionary portfolio management and financial planning to individual and high-net-worth clients, managing approximately $26.6 million across about 65 client accounts. The firm documents client goals and constraints in written investment policy statements and offers services such as asset allocation, security selection, and ongoing portfolio monitoring. The firm’s investment approach blends fundamental, quantitative, and technical analysis and uses long-term trading alongside leveraged strategies, including margin and options trading (covered, uncovered, and spread positions). Crespo Capital often implements model portfolios, requests discretionary trading authority, and invests across equities, fixed income, ETFs (including precious metals), commodities, and Treasury inflation-protected securities. Noteworthy for a solo independent adviser, Crespo Capital uses derivatives (options) within separately managed accounts — a practice that is relatively uncommon among similar firms and carries additional market and leverage risks. Operationally, the firm requires custody through Charles Schwab’s institutional program and does not aggregate block trades for multiple clients, a combination of practices the brochure flags as having potential execution and conflict considerations.

To learn more about the advisors currently working at Crespo 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.