Cropsey Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Cropsey Asset Management, LLC is a state-registered, single-advisor investment adviser that provides discretionary portfolio management to individuals, trusts, estates and charitable organizations. As of February 28, 2026 the firm managed roughly $47.4 million on behalf of nine clients and, like many independent advisers, charges percentage-of-AUM fees for its services.
The firm establishes client risk profiles through a proprietary questionnaire and tailors portfolios accordingly, typically allocating among individual equities, ETFs and a notable allocation to closed-end funds. CAM combines fundamental and technical analysis and may pursue strategies such as value, growth, GARP, deep value, contrarian, behavioral and dividend-reinvestment approaches, and—when authorized by clients—may employ margin or invest in leveraged closed-end funds.
Noteworthy features relative to peers include a highly concentrated client base (few accounts represent substantial assets) and an explicit emphasis on closed-end funds, including discussion of leverage and managed-distribution policies as part of its investment framework. The principal conducts account monitoring and periodic reviews, the firm maintains formal proxy voting policies and a Proxy Voting Committee, and it discloses receipt of software, trading support and other benefits from Interactive Brokers that could present a custodial conflict of interest.
Client services
Expertise
Fee options
0.40% to 1.00% annually
Main office
Ridgefield CT
Advisors at this office
1
Most active in
Connecticut
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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