CRESCAT PORTFOLIO MANAGEMENT LLC
SEC RegisteredMulti-disciplinary Asset Management Firm
About the firm
Crescat is a global macro asset management firm headquartered in Denver, Colorado. Crescat's mission is to grow and protect wealth over the long term by deploying tactical investment themes based on proprietary value-driven equity and macro models. Crescat's goal is industry-leading absolute and risk-adjusted returns over complete business cycles with low correlation to common benchmarks.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Crescat offers Global Macro, Long/Short, Large Cap, and Precious Metals funds, including the Crescat Global Macro Hedge Fund, Crescat Institutional Macro Fund, Crescat Long/Short Hedge Fund, Crescat Precious Metals Fund, Crescat Institutional Precious Metals Fund, Crescat Large Cap Separately Managed Account, and Crescat Precious Metals Separately Managed Account.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 78 | $9.8M |
| High Net Worth Individuals | 23 | $9.1M |
| Pension/Profit Sharing Plans | 16 | $505M |
| State/Municipal Entities | 1 | — |
| Insurance Companies | 1 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Large Cap Long-Only SMA - First $250,000 | 2.00% |
| Large Cap Long-Only SMA - Next $250,000 | 1.75% |
| Large Cap Long-Only SMA - Next $500,000 | 1.50% |
| Large Cap Long-Only SMA - Above $1 million | 1.25% |
| Precious Metals SMA - All Assets | 2.00% |
| Private Fund - Main Class | 2.00% |
| Private Fund - Institutional Class 2 | 1.50% |
| Private Fund - Institutional Class 1 | 1.25% |
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CRESCAT PORTFOLIO MANAGEMENT LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched