CROWN ADVISORS MANAGEMENT, INC.
Adviser information for CROWN ADVISORS MANAGEMENT, INC. last updated from Form ADV on March 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 | Texas, United States |
Employees
Total Number of Employees | 2 |
---|---|
Investment Advisory/Research | 1 |
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 | $203.6M |
Non-Discretionary | 0 | $0 |
Total | 1 | $203.6M |
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 | $203.6M |
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 | 1 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | Portfolio management for pooled investment vehicles |
---|---|
Compensation | % of AUMPerformance-based fees |
Principal Office
17 E SIR FRANCIS DRAKE BLVDSUITE #201
LARKSPUR
CA
United States
Monday - Friday, 9:00 AM - 4:00 PM
Tel: (415) 925-9950, Fax: (415) 925-9980
Chief Compliance Officer
ROBERT SCOTT FEARON
PRESIDENT
17 E SIR FRANCIS DRAKE BLVD
SUITE #201
LARKSPUR
CA
United States
Tel:
(415) 925-9950
Fax:
(415) 925-9980
S****@************M
(Full email address available in API data)
Regulatory Contact
CATHY POZO
OFFICE MANAGER
17 E SIR FRANCIS DRAKE BLVD
SUITE #201
LARKSPUR
CA
United States
Tel:
(415) 925-5273
Fax:
(415) 925-9980
C****@************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
FOUNDATION PARTNERS, L.P. | Hedge Fund | $203.6M | $0.2M | 63 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
FEARON, ROBERT, SCOTT | Individual | – | PRESIDENT / CHIEF COMPLIANCE OFFICER | 03/1990 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 8th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ARCHROCK INC | COM | 3K | 150K | 0 |
ARCOSA INC | COM | 2K | 20K | 0 |
AXCELIS TECHNOLOGIES INC | COM NEW | 4K | 25K | 0 |
AXONICS INC | COM | 1K | 15K | 0 |
AZZ INC | COM | 3K | 35K | 0 |
BARRETT BUSINESS SVCS INC | COM | 3K | 100K | 0 |
BUILD-A-BEAR WORKSHOP INC | COM | 4K | 150K | 0 |
BUILDERS FIRSTSOURCE, INC. CMN | COM | 6K | 43K | 0 |
CALAVO GROWERS INC | COM | 3K | 120K | 0 |
CENTURY COMMUNITIES INC CMN | COM | 6K | 75K | 0 |
CERVOMED INC | COM | 2K | 100K | 0 |
COMFORT SYS USA INC | COM | 3K | 10K | 0 |
DECKERS OUTDOORS CORP CMN | COM | 10K | 10K | 0 |
DEXCOM INC | COM | 566 | 5K | 0 |
DIAMONDBACK ENERGY INC | COM | 5K | 25K | 0 |
DOCGO INC | COM | 154 | 50K | 0 |
ENCORE WIRE CORP CMN | COM | 14K | 50K | 0 |
EXXON MOBIL CORP | COM | 2K | 14K | 0 |
FEDERAL AGRIC MTG CORP | CL C | 7K | 40K | 0 |
FEDERAL SIGNAL CORP | COM | 3K | 30K | 0 |
FIRSTCASH HOLDINGS INC | COM | 4K | 35K | 0 |
GLOBAL MED REIT INC | COM | 908 | 100K | 0 |
GRAND CANYON EDUCATION, INC. CMN | COM | 4K | 30K | 0 |
GRANITE RIDGE RESOURCES, INC | COM | 1K | 200K | 0 |
GREEN BRICK PARTNERS INC | COM | 1K | 25K | 0 |
GREENBRIER COS INC | COM | 4K | 85K | 0 |
JAKKS PAC INC | COM NEW | 2K | 100K | 0 |
LAM RESEARCH CORPORATION CMN | COM | 5K | 5K | 0 |
LAUREATE EDUCATION INC | COMMON STOCK | 1K | 100K | 0 |
N V R INC CMN | COM | 6K | 850 | 0 |
NORTHWEST PIPE CO | COM | 3K | 75K | 0 |
NVIDIA CORPORATION CMN | COM | 16K | 130K | 0 |
ON SEMICONDUCTOR CORPORATION CMN | COM | 3K | 40K | 0 |
ROSS STORES,INC CMN | COM | 4K | 30K | 0 |
RUNWAY GROWTH FINANCE | COM | 2K | 200K | 0 |
SPDR SER TR | S&P BIOTECH | 2K | 20K | 0 |
TETRA TECH INC (NEW) CMN | COM | 5K | 25K | 0 |
TIDEWATER INC NEW | COM | 5K | 50K | 0 |
TYLER TECHNOLOGIES INC | COM | 3K | 5K | 0 |
UFP TECHNOLOGIES INC | COM | 1K | 5K | 0 |
VISTRA CORP | COM | 2K | 20K | 0 |