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 a small, LLC-structured advisory firm that focuses on portfolio management for individuals and small businesses and on selecting third-party advisers. The firm operates as a capital allocator, sourcing and placing client capital into external managers and funds rather than running large, in-house investment platforms. It also functions as a registered representative of a broker-dealer and as a registered municipal advisor, which suggests experience advising on municipal financing and fixed-income solutions in addition to portfolio construction. Crito Capital Advisers charges a mix of percentage-of-assets and fixed fees, consistent with a boutique advisory model that combines discretionary portfolio management with fee-based planning or project work. The firm is not identified as an active ESG investor. Given its stated advisory activities — particularly selection of other advisers — the firm appears to operate as a manager-of-managers or as a conduit to third-party fund managers rather than a large direct asset manager.

Assets & Accounts

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
  • LISA SNYDERMAN

    Marketing SpecialistCRD 1056330

  • SIDDHARTH REDDY

    Registered RepresentativeCRD 5199087

  • THEODORE GILLMAN

    Managing PrincipalCRD 2498623

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth