CROWN CAPITAL INVESTMENTS, LLC
Adviser information for CROWN CAPITAL INVESTMENTS, LLC last updated from Form ADV on March 31st, 2023. 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 | Georgia, 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 | – |
Identifiers
| SEC RIA File Number | 802-126220 |
|---|---|
| SEC ERA File Number | 802-126220 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 322327 |
| Legal Entity Identifier | None |
Principal Office
3060 PEACHTREE RD NWSUITE 1550
ATLANTA
GA
United States
Monday - Friday, 9AM - 5PM ET
Tel: 404-389-9045, Fax: None
Chief Compliance Officer
CHRIS GRAHAM
CEO / CIO
3060 PEACHTREE RD NW
SUITE 1550
ATLANTA
GA
United States
Tel:
404-389-9045
C******@********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| THE CROWN CAPITAL FUND, LLC | Private Equity Fund | $148.7M | $5.0M | 13 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GRAHAM, CHRISTOPHER, TODD | Individual | – | CHIEF COMPLIANCE OFFICER / MANAGING MEMBER | 06/2022 | < 5% |
| CROWN CAPITAL INTERNATIONAL, LTD | Domestic Entity | – | OWNER | 03/2022 | > 75% |
| DCS DYNASTY TRUST | Domestic Entity | CROWN CAPITAL INTERNATIONAL, LTD | OWNER | 03/2022 | > 75% |
| GRAHAM, CHRISTOPHER, TODD | Individual | DCS DYNASTY TRUST | OWNER | 03/2022 | |
| GRAHAM, CHRISTOPHER, TODD | Individual | DCS DYNASTY TRUST | OWNER | 03/2022 | > 75% |