Crescat Portfolio Management LLC
Legal Name: CRESCAT PORTFOLIO MANAGEMENT LLC
Full Contact Details
Crescat Portfolio Management LLC
1560 BROADWAY, SUITE 2270, DENVER, CO
303-271-9997
303-271-9998
Other Info
Crescat Portfolio Management LLC is a limited liability company with five employees, all of whom are in advisory roles. Although the number of served clients is unknown, the firm's SEC status is approved and has been so since April 2008.
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Direct Owners
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CRESCAT CAPITAL LLC
MANAGING MEMBER owns 75% or more
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KEVIN CLARK SMITH
MANAGING PARTNER AND CIO owns less than 5%
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LINDA CARLEU SMITH
CCO AND COO owns less than 5%
Indirect Owners
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KEVIN CLARK SMITH
MANAGING MEMBER AND CHIEF INVESTMENT OFFICER owns 75% or more
Prime Brokers
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J.P. MORGAN SECURITIES LLC
United States