Cruiser Capital Advisors, LLC

RIASEC Registered
Total AUM
$104M
Discretionary
$104M
100% of AUM
Avg account
$17.4M
Accounts
6
Employees
2
Advisory reps
1

Firm details

Headquarters
Stamford, Connecticut
CRD number
168739
Registered since
August 14, 2013
Custodians
PERSHING LLC, GOLDMAN SACHS & CO. LLC, INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles63.81%
  • HNWI36.19%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Cruiser Capital Advisors, LLC is organized as an individual-owned hedge fund adviser that provides portfolio management to both individuals/families and institutional clients. The firm is registered with the SEC (registered in 2013) and charges a combination of percentage-of-AUM and performance-based fees. Its advisory activity spans direct portfolio management for individual and small business accounts as well as management of pooled investment vehicles. The firm does not describe itself as an ESG investor and is not identified as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

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

Asset composition

Asset composition: Exchange Traded Equities 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • Keith Rosenbloom

    Keith Rosenbloom

    Founder & Managing MemberCRD 2335150

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 2

Active vs passive

$889K in ETFs

Passive

59%

$526K

Active

0%

$363K

ETFProviderStyleCategoryValueShares% of portfolio
SPROTT URANIUM MINERS ETF (URNM)SprottPassiveNatural Resources$526K10,00059.16%
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Location

Primary office

Stamford, CT

Fairfield

Location

Stamford, CT

Headquartered in Stamford, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
263 Tresser Blvd
Time zone
ET (UTC-5)
Office locations

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