CRUISER CAPITAL ADVISORS, LLC

RIASEC RegisteredEst. 2013
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 a privately owned investment adviser organized as an LLC and registered with the SEC since 2013. The firm operates as a hedge fund manager that serves both individual/family and institutional clients. Its advisory activity covers portfolio management for individuals and small businesses as well as management of pooled investment vehicles; the firm also serves as sponsor/GP/managing member for its pooled vehicles. Compensation includes both percentage-of-AUM and performance-based fees. The adviser does not describe itself as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

    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 3

Active vs passive

$5.5M in ETFs

Passive

92%

$5M

Active

0%

$462K

ETFProviderStyleCategoryValueShares% of portfolio
SPDR GOLD TRUST (GLD)State StreetPassiveCommodities Focused$4.4M10,22880.08%

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
243 Tresser Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth