ALVAREZ & MARSAL CRF MANAGEMENT, LLC
Adviser information for ALVAREZ & MARSAL CRF MANAGEMENT, LLC last updated from Form ADV on February 15th, 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 | OCTOBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| 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 | No |
|---|
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 | 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 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Principal Office
14850 N. SCOTTSDALE ROADSUITE 390
SCOTTSDALE
AZ
United States
Monday - Friday, 8:30 A.M. TO 5:30 P.M.
Tel: 602-598-8288, Fax: None
Websites
Chief Compliance Officer
KEITH WINTERS
600 MADISON AVENUE
8TH FLOOR
NEW YORK
NY
United States
Tel:
2123288594
K*******@*******************M
(Full email address available in API data)
Industry Affiliates
| ALVAREZ & MARSAL CANADA SECURITIES ULC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| ALVAREZ & MARSAL FS EUROPE LIMITED | Other investment adviser, including financial planners |
| ALVAREZ & MARSAL SECURITIES, LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ALVAREZ & MARSAL ASSET MANAGEMENT SERVICES, LLC | Domestic Entity | – | SOLE MEMBER | 07/2016 | > 75% |
| COHN, STEVEN, J | Individual | – | CFO | 03/2016 | < 5% |
| FEIGENBAUM, DANIEL | Individual | – | VICE PRESIDENT AND SECRETARY | 04/2016 | < 5% |
| WINTERS, KEITH, ANTHONY | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2016 | < 5% |
| ALVAREZ & MARSAL HOLDINGS, LLC | Domestic Entity | ALVAREZ & MARSAL ASSET MANAGEMENT SERVICES, LLC | MEMBER | 05/2014 | > 75% |
| ALVAREZ & MARSAL, INC. | Domestic Entity | ALVAREZ & MARSAL HOLDINGS, LLC | MEMBER | 08/2003 | 50-75% |
| ALVAREZ, ANTONIO, CLEMENTE | Individual | ALVAREZ & MARSAL, INC. | SHAREHOLDER | 03/1984 | 50-75% |
| MARSAL, BRYAN, PAUL | Individual | ALVAREZ & MARSAL, INC. | SHAREHOLDER | 03/1984 | 50-75% |
| ALVAREZ, ANTONIO, CLEMENTE | Individual | ALVAREZ & MARSAL ASSET MANAGEMENT SERVICES, LLC | MANAGER | 05/2014 | |
| MARSAL, BRYAN, PAUL | Individual | ALVAREZ & MARSAL ASSET MANAGEMENT SERVICES, LLC | MANAGER | 05/2014 | |
| ALVAREZ, ANTONIO, CLEMENTE | Individual | ALVAREZ & MARSAL HOLDINGS, LLC | MANAGER | 08/2003 | |
| MARSAL, BRYAN, PAUL | Individual | ALVAREZ & MARSAL HOLDINGS, LLC | MANAGER | 08/2003 | |
| Wells, Christopher, Jeffrey | Individual | – | MANAGING DIRECTOR | 02/2020 | < 5% |
| Wallace, Stephen, Allen | Individual | – | CHIEF OPERATING OFFICER | 01/2023 | < 5% |