CRC-IB

Overview

Crc-Ib operates as a limited liability company that has been registered with the SEC since 2012 and is categorized in FINTRX as an investment bank rather than a traditional registered investment adviser. Ownership is listed as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and is not marked as an active ESG investor. FINTRX also indicates it is not a multi-state adviser, not newly formed, and does not serve in a pension consultant or related-adviser capacity. The firm has supplied little public detail about its business lines or client-facing advisory activities in the FINTRX record. Given the classification and the absence of reported advisory metrics, the profile in available data reads more like an investment-bank operating entity than a retail wealth manager.

Assets & Accounts

Location & Offices