Crown Advisors Management, Inc.
Firm details
- Headquarters
- Larkspur, California
- CRD number
- 109720
- Registered since
- April 20, 2015
- Website
- www.crownsearch.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Crown Advisors Management, Inc. is a corporate hedge fund adviser registered with the SEC in 2015 that serves an institutional client base. The firm focuses on portfolio management for pooled investment vehicles and operates under a fee model that combines a percentage of assets under management with performance-based fees. It is structured as an owner-operated entity and is not positioned as an active ESG investor.
Assets & Accounts
Public Holdings
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
Contacts
1 of 1Robert Fearon
Portfolio ManagerCRD 1642426
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$6.3M in ETFs
100%
$6.3M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) S&P(R) BIOTECH ETF (XBI) | State Street | Passive | Health | $3.2M | 20,000 | 50.00% |
Location
Larkspur, CA
Marin
Location
Larkspur, CA
Headquartered in Larkspur, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Marin
- Address
- 17 E Sir Francis Drake Blvd
- Time zone
- PT (UTC-8)
- Office locations
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