CROCKETT CAPITAL LLC

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DALLAS, Texas
CRD number
326751
Registered since
June 29, 2023

Firm profile

FINTRX

Overview

Crockett Capital LLC is a single-owner limited liability company that registered with the SEC in 2023 and operates primarily as an adviser and sponsor to pooled investment vehicles. The firm functions as a general partner/managing member on private funds rather than as a traditional retail wealth manager: its activities emphasize sourcing, structuring and managing private fund investments. The business is not positioned as an ESG-focused manager and is not registered as a multi-state adviser. The firm’s stated classification is unclassified, and it does not present itself as a capital allocator to external managers; instead it sponsors and runs its own pooled vehicles. Crockett Capital’s manager allocation interest centers on venture-style private investments. As sponsor and GP, the firm is likely focused on fund-level responsibilities — deal sourcing, portfolio construction, capital calls and limited partner relations — rather than running separate advisory accounts for individual retail clients.

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

1 of 1
  • JOHN CLARK

    ManagerCRD 7277408

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
3824 Cedar Springs Rd
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth