Crescat Portfolio Management (CPM) provides investment advice to private investment funds and separately managed accounts (SMAs). CPM's strategies include global macro, long/short equity, and precious metals. CPM's SMA clients are primarily high-net-worth individuals, family offices, and retail investors. CPM does not provide individualized advice to SMA clients and generally limits its investment advice to the strategies described in its brochure.
Assets Under Management$220M
Clients147
Advisors3
Avg. per Client$1.5M
Avg. per Advisor$75M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiated for institutional accounts and other unique circumstances at the discretion of CPM. This schedule applies to Large Cap Long-Only SMAs. Precious Metals SMAs are charged 2.00% annually.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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