RED CRANE WEALTH MANAGEMENT, LLC
Adviser information for RED CRANE WEALTH MANAGEMENT, LLC last updated from Form ADV on February 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 | Delaware, United States |
Employees
Total Number of Employees | 3 |
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Investment Advisory/Research | 3 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 3 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 421 | $106.0M |
Non-Discretionary | 0 | $0 |
Total | 421 | $106.0M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 94 | $39.3M |
HNW Individuals | 47 | $62.5M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 1 | $4.1M |
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 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
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Compensation | % of AUMPerformance-based fees |
Wrap Fee Program
Offers Wrap Fee Program | Yes |
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Acting As | RAUM |
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Sponsor | 101.9M |
Portfolio Manager | 101.9M |
Both for Same | 101.9M |
Portfolio Manager to Program | Sponsor |
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RED CRANE WRAP PROGRAM | RED CRANE WEALTH MANAGEMENT, LLC |
Identifiers
SEC RIA File Number | 801-129813 |
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SEC ERA File Number | 801-129813 |
SEC CIK Numbers | None |
SEC CRD Numbers | 284006 |
Legal Entity Identifier | None |
Principal Office
3000 EL CAMINO REALBUILDING 4, SUITE 200
PALO ALTO
CA
United States
BY APPOINTMENT ONLY, BY APPOINTMENT ONLY
Tel: 415-316-0982, Fax: None
Chief Compliance Officer
BRENT WOOLSEY
MANAGING MEMBER
3000 EL CAMINO REAL
BUILDING 4, SUITE 200
PALO ALTO
CA
United States
Tel:
(415) 316-0982
B****@*****************M
(Full email address available in API data)
Regulatory Contact
JEFFEREY WU
MANAGING MEMBER
3000 EL CAMINO REAL
BUILDING 4, SUITE 200
PALO ALTO
CA
United States
Tel:
415-316-0978
J***@*****************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
RED CRANE CAPITAL FUND, LP | Hedge Fund | $5.0M | $0.2M | 11 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
WOOLSEY, BRENT, JOHN | Individual | – | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | 07/2016 | 50-75% |
WU, JEFFREY, FENG | Individual | – | MANAGING MEMBER | 07/2016 | 50-75% |