Cre Venture Capital, Inc
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Overview
Cre Venture Capital, Inc is a financial advisor company that has its headquarters in Mahwah, New Jersey. It controls $334.9 million in total assets throughout 29 client accounts, making it a mid-tier firm in the United States by assets under management (AUM). It has a small group, including 2 financial advisors. Cre Venture Capital, Inc does not act as a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer firm to do so. Securities are tradable financial assets like bonds, stocks and options.
Cre Venture Capital, Inc oversees all of its client assets in a discretionary manner. Discretionary management is a structure in which buy and sell choices are made by a portfolio manager without needing to seek the customer's consent. The investment advisory firm oversees roughly $11.5 million for every customer account. An average financial advisor at Cre Venture Capital, Inc oversees about 15 client accounts, placing it among the more personalized advisor firms in the country.
Cre Venture Capital, Inc's headquarters is located at One International Boulevard, Mahwah, New Jersey 7495. The firm is registered to provide services to clients in the state of New Jersey.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Cre Venture Capital, Inc by the Numbers
$334.9 million
5
29
$11.5 million
Fee Structure
Fees charged by financial advisors are based on the services provided. Fee types billed by the firm most likely are comprised of the following fee structures: asset-based, fixed or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Cre Venture Capital, Inc.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
It works with pooled investment vehicles. Out of its 29 clients, Cre Venture Capital, Inc's largest client group is pooled investment vehicles. None of its accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Cre Venture Capital, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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