Leigh Crawford is a registered investment advisor at Crawford Capital, LLC, based in Los Angeles, CA, with 10 years of industry experience. Leigh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 9 clients with $5.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Crawford Capital offers two investment strategies with different fee structures:
- Concentrated strategy: Clients pay an annual management fee of 1.50% of their account value, charged quarterly, plus a performance fee of 20% of the amount by which the performance exceeds the highest value the account has achieved on a prior performance fee calculation date.
- Hyper Concentrated strategy: Clients pay a performance fee equal to 30% of the account’s realized gains, charged upon realization of such gain. There is no management fee for this strategy.
Fees are negotiable and are billed quarterly. Clients pay brokerage and transaction costs separately.
Location
Los Angeles, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Crawford Capital, LLC
Previous Registrations
Anacapa Asset Management, LLC
State Registrations1 state
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