Creand Management

RIASEC RegisteredEst. 2015

Total AUM

$507M

Discretionary

$465M

92% of AUM

Avg account

$3.8M

Accounts

134

Employees

Advisory reps

Firm details

Headquarters: Miami, Florida
CRD number: 154894
Registered since: October 13, 2015
Website: creand.us
Custodians: CREAND SECURITIES
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees, Other
Client types: HNWI58.11%
Other25.56%
Pooled Investment Vehicles9.62%
Charitable Organizations6.71%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Creand Management is a privately held LLC that has been SEC-registered since 2015. The firm serves both individual and family clients as well as institutional investors, combining financial planning and portfolio management across individual, pooled-vehicle, business and institutional mandates. It operates as a registered representative of a broker-dealer and maintains business ties across brokerage, banking/thrift, insurance and advisory channels; the firm also has roles as a sponsor, general partner or managing member of pooled investment vehicles. Its fee arrangements are flexible and include assets-under-management charges, hourly and fixed fees, and performance-based fees. Creand Management identifies as an active ESG investor, which suggests environmental, social and governance criteria factor into at least some investment decisions or manager selection.