CROW HOLDINGS CAPITAL

RIASEC RegisteredEst. 2011
Total AUM
$14.4B
Discretionary
$14.4B
100% of AUM
Avg account
$760M
Accounts
19
Employees
166
Advisory reps
13

Firm details

Headquarters
DALLAS, Texas
CRD number
156925
Registered since
June 14, 2011
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles98.06%
  • Pension & Profit Sharing Plans1.94%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Crow Holdings Capital LLC is an SEC-registered investment manager (registered in 2011) that operates as a hybrid hedge fund and independent registered investment adviser. The firm positions itself as a capital allocator serving institutional clients and acts in sponsor/GP and commodity trading operator capacities. Its advisory activities focus on portfolio management for pooled investment vehicles and for businesses or institutional balance sheets. Fee arrangements combine a percentage-of-assets component with performance-based compensation, which aligns with the firm’s hedge-fund orientation. Crow Holdings Capital is also identified as an active ESG investor and maintains industry affiliations that include broker-dealer relationships and roles as a CPO/CTA.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

3 of 5
  • MICHAEL LEVY

    Chief Executive OfficerCRD 2156468

  • JAMES MORRISON

    Chief Compliance OfficerCRD 3076014

  • ROBERT MCCLAIN

    Chief Executive OfficerCRD 5928652

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Contacts

3 of 8
  • CARLOS RAINWATER

    Head of Asset ManagementCRD 5928651

  • JOHN CARTER

    Senior Managing DirectorCRD 6311706

  • JONATHON JURACEK

    Senior Managing DirectorCRD 6275165

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
3819 Maple Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth