Cratero Capital LLC

Overview

Cratero Capital LLC is a small, independent registered investment adviser organized as a limited liability company that focuses on individual and family clients. Its advisory services include financial planning and active portfolio management for both individual and small-business accounts as well as for pooled investment vehicles. The firm charges a mix of percentage-of-assets and fixed fees. It does not report ESG investing as a stated focus, is not a multi-state adviser, and is not identified as a capital allocator. The firm also has operational roles beyond advisory work: it is affiliated with an insurance company and acts as a sponsor/general partner and managing member for pooled investment vehicles, indicating experience structuring or operating private investment vehicles in addition to client advisory services.

Assets & Accounts

Public Holdings

Investments & Alternatives