Cromwell Funds

Overview

Cromwell Funds is a limited liability company that operates as an institutional registered investment adviser. The firm is SEC-registered (since 2021) and serves an institutional client base, charging fees as a percentage of assets under management. Its primary advisory activity is portfolio management for investment companies. Cromwell Funds does not position itself as a capital allocator, pension consultant, or family-office provider, and it is not identified as an active ESG investor. Ownership is listed as individual, and the firm is classified as an institutional RIA rather than a multi-state or related adviser. Its regulatory filings indicate a narrow, specialized advisory focus rather than broad retail wealth-management services.

Assets & Accounts

Location & Offices