Crescat Portfolio Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Denver, CO. Its latest Form ADV filing, dated March 27, 2026, reports $536M in regulatory assets under management, 10 employees, and 119 accounts.
Assets Under Management
$536M
Employees
10
Offices
--
Total Clients
119
Primary office
DENVER, CO
44 COOK STREET, SUITE 100, DENVER, CO, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 65.5% of total clients.
Top client categories% of clientsClients
1
Individuals
65.5%
78
2
HNWI
19.3%
23
3
Pooled Investment Vehicles
13.4%
16
4
Charitable
0.8%
1
5
Other Advisers
0.8%
1
Categories with <5 clients
Charitable Organizations<5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$536Mas of March 27, 2026
Discretionary100.0%
$536M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$536M
Total Accounts119
10Y AUM Change+$296M (+123.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee12:1
10Y Employee Change+3 (+42.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.