Crawford Fund Management, LLC
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Overview
Crawford Fund Management, LLC operates as a financial advisor company headquartered in Boston, Massachusetts. It has $147.4 million in total assets throughout three accounts, making it a mid-tier investment advisory firm in the United States by assets under management (AUM). The firm has a small team, including 3 financial advisors. Crawford Fund Management, LLC is not a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are exchangable financial assets like equities, options and bonds.
Crawford Fund Management, LLC oversees most of its client assets on a discretionary basis. Discretionary management means that an investment advisor has the discretion to make buy and sell decisions for the client's account without needing client consent. Crawford Fund Management, LLC also oversees one non-discretionary accounts totaling $59.6 million in assets. The investment advisory firm's typical account size is $49.1 million. The typical financial advisor at Crawford Fund Management, LLC manages around one client account, making it one of the most personalized financial advisor firms in the country.
Crawford Fund Management, LLC's central office is located at 265 Franklin Street, Boston, Massachusetts 02110-3144. The firm is permitted to provide services to clients in the state of Massachusetts.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Crawford Fund Management, LLC by the Numbers
$147.4 million
3
3
$49.1 million
Fee Structure
A financial advisor's fees are based on the services provided. Fees charged by the company likely consist of the following fee types: asset-based, fixed or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Crawford Fund Management, LLC.
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
Crawford Fund Management, LLC works with pooled investment vehicles. Out of its three clients, Crawford Fund Management, LLC's largest client group by number of accounts is pooled investment vehicles. Around 50% of the company's accounts reside abroad.
- 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
Crawford Fund Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Crawford Fund Management, LLC
Boston, MA
Boston, MA
Boston, MA
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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