Charles
Smart
Cross Creek Advisors, LLC
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About this Advisor
Charles Smart is a financial advisor based in Salt Lake City, Utah, working with Cross Creek Advisors, LLC. Charles has previously held positions at Battery Ventures, Digicert, and Cross Creek Advisors, LLC. Charles has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Utah. Currently, Charles is part of Cross Creek Advisors, LLC, which operates out of Salt Lake City, Utah. The firm has 19 employees and manages assets totaling $1.3 billion. The services offered by the firm include portfolio management for pooled investment vehicles and the selection of other advisers. The fee structure at Cross Creek Advisors, LLC includes asset-based and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
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Cross Creek Advisors, LLC Brokerage Details
$1,336,044,913
19
17
$78,590,877
Investment Advisory Services
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Charles Smart Work History
Cross Creek Advisors, LLC
Digicert
Battery Ventures
Disclosures
Please visit the SEC profile of Charles Smart to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cross Creek Advisors, LLC
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
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