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Jonathan Saunders

13 Years of Experience
Boston, MA

Jonathan Saunders is a registered investment advisor at Crawford Fund Management, LLC, based in Boston, MA, with 13 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3 clients with $180M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
3 clients
Average Client Portfolio
$61.6M average
Assets Under Management
$184.7M

Fee Structure

Investment management only (planning not offered)

Crawford Fund Management manages investments for private funds. The firm receives management fees at an annual rate of 1.0% of the value of the underlying investors' capital account balance, deducted from the assets of the private fund. In addition to management fees, Crawford is entitled to receive a performance allocation of the net profits of the private fund attributable to the capital account balance of each underlying investor. Fees are negotiable in certain circumstances, and Crawford has the ability to waive or reduce the management fee and/or the performance allocation for any of the investors.

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Location

265 Franklin Street, Suite 1702, Boston, MA, 02110-3144

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Crawford Fund Management, LLC
July 2012 - Present · 13 yrs 10 mos
State Registrations1 state
MA
Advisor

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Exams
No exam information available for this advisor.