CROWN MANAGEMENT ADVISORS, LLC
Adviser information for CROWN MANAGEMENT ADVISORS, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1 | $174.8M |
| Non-Discretionary | 0 | $0 |
| Total | 1 | $174.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 1 | $174.8M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-128372 |
|---|---|
| SEC ERA File Number | 801-128372 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 326369 |
| Legal Entity Identifier | None |
Principal Office
3060 PEACHTREE ROAD NWSUITE 1550
ATLANTA
GA
United States
BY APPOINTMENT ONLY, 9AM - 5PM ET
Tel: 404-389-9045, Fax: None
Chief Compliance Officer
CHRIS GRAHAM
CHIEF COMPLIANCE OFFICER
3060 PEACHTREE RD NW
SUITE 1550
ATLANTA
GA
United States
Tel:
404-389-9045
C******@************M
(Full email address available in API data)
Regulatory Contact
LISA MOCERI
COO/CFO
3060 PEACHTREE RD NW
SUITE 1550
ATLANTA
GA
United States
Tel:
612.743.6611
L******@************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| THE CROWN CAPITAL FUND, LLC | Hedge Fund | $174.8M | $5.0M | 70 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GRAHAM, CHRISTOPHER, TODD | Individual | – | CEO, CCO & CIO | 03/2023 | > 75% |