CRESAP, INC.
Adviser information for CRESAP, INC. last updated from Form ADV on February 28th, 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 | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Pennsylvania, United States |
Employees
| Total Number of Employees | 19 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 19 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 31 | $80.5M |
| Non-Discretionary | 532 | $308.8M |
| Total | 563 | $389.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 563 | $389.3M |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| 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 | Portfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFIRM MAY RECEIVE ADVISORY FEES FROM ACCOUNTS REFERRED TO OUT.ADV |
| Other Business Activities | Broker-dealer |
Identifiers
| SEC RIA File Number | 801-79750 |
|---|---|
| SEC ERA File Number | 801-79750 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 25899 |
| Legal Entity Identifier | None |
Principal Office
259 N. RADNOR-CHESTER RD.STE 140
RADNOR
PA
United States
Monday - Friday, 8:30-5:00
Tel: 610-341-1320, Fax: 610-341-1339
Websites
Chief Compliance Officer
MARK CRESAP
259 N RADNOR CHESTER RD
STE. 140
RADNOR
PA
United States
Tel:
6103411327
Fax:
6103411339
M******@*********M
(Full email address available in API data)
Regulatory Contact
MARISA WELCH
VP
259 N RADNOR-CHESTER RD.
STE. 140
RADNOR
PA
United States
Tel:
610-254-2903
Fax:
610-341-1339
M****@*********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CRESAP, MARK WINFIELD III | Individual | – | PRESIDENT/CHIEF COMPLIANCE OFFICER | 12/1989 | > 75% |