Croboearn
Firm details
- Headquarters
- ,
- CRD number
- 343012
- Registered since
- September 2, 2026
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Croboearn LLC is a small, SEC-registered investment adviser that completed its SEC registration in 2026. The firm bills itself as a portfolio manager for individuals and small businesses and also offers portfolio management services for business or institutional clients. Its client base is oriented toward individuals and families and it charges fees as a percentage of assets under management. Croboearn is not positioned as a capital allocator and is not identified as an active ESG investor. Ownership is reported as a combination of a domestic entity and an individual, and the adviser operates as a limited liability company. The firm is single-state in scope per its filings and does not report pension-consulting or related-adviser activities.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations