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

Identifiers

SEC RIA File Number 801-89172
SEC ERA File Number 801-89172
SEC CIK Numbers 1733248
SEC CRD Numbers 109720
Legal Entity Identifier None

Principal Office

17 E SIR FRANCIS DRAKE BLVD
SUITE #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
(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
(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

10502020202120222023202420253 on 3/25/20203 on 3/19/20213 on 3/25/20223 on 3/27/20232 on 3/28/2024

RAUM, Historic

300M150M0202020212022202320242025237809618 on 3/25/2020202015779 on 3/19/2021240320394 on 3/25/2022196684970 on 3/27/2023203577082 on 3/28/2024

No. Clients, Historic

10502020202120222023202420251 on 3/25/20201 on 3/19/20211 on 3/25/20221 on 3/27/20231 on 3/28/2024

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