Crito Capital Advisers LLC

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
3
Advisory reps
4

Firm details

Headquarters
Westport, Connecticut
CRD number
330570
Fee structure
Percentage of AUM, Fixed Fees
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Crito Capital Advisers LLC is organized as a limited liability company and operates as a capital allocator serving individual and small-business clients. Its advisory work centers on portfolio management for individuals and small businesses and on selecting outside managers, while its business registrations include acting as a registered representative of a broker‑dealer and as a registered municipal advisor. The firm charges a mix of percentage‑of‑AUM and fixed fees. The firm is not identified as an active ESG investor, and it is not described as a pension consultant or related adviser. The data labels the adviser classification as unclassified; that and the combination of broker‑dealer rep and municipal advisor roles suggest a hybrid practice that can provide both advisory services and broker/dealer or municipal advisory functionality.

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Frederick Lake

    Frederick Lake

    Registered Investment AdvisorCRD 719098

  • Lisa Snyderman

    Lisa Snyderman

    Managing MemberCRD 1056330

  • Theodore Gillman

    Managing PrincipalCRD 2498623

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Westport, CT

Fairfield

Location

Westport, CT

Headquartered in Westport, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
8 Wright St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth