Creand Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Miami, FL. Its latest Form ADV filing, dated March 30, 2026, reports $507M in regulatory assets under management, 16 employees, and 134 accounts.
Assets Under Management
$507M
Employees
16
Offices
--
Total Clients
134
Primary office
MIAMI, FL
777 BRICKELL AVENUE, SUITE 1201, MIAMI, FL, United States
Top client segmentHNWI represent 65.7% of total clients.
Top client categories% of clientsClients
1
HNWI
65.7%
88
2
PERSONAL INVESTMENT COMPANIES - PICS
32.8%
44
3
Pooled Investment Vehicles
0.7%
1
4
Charitable
0.7%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$507Mas of March 30, 2026
Discretionary91.9%
$465M
92% of total RAUM91.9%
Non-discretionary8.1%
$41M
8% of total RAUM8.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$507M
Total Accounts134
10Y AUM Change+$316M (+165.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee8:1
10Y Employee Change-13 (-44.8%)
* 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.