CRC Capital manages the CRC Capital Fund, focusing on publicly-traded equity securities. The firm uses a long-term, value-based approach to stock selection, supported by financial analysis, to identify companies trading at a discount. They limit investments to 20-30 securities and are opportunistic regarding market capitalization and industry. The firm also uses a disciplined approach to risk management and does not use leverage.
Assets Under Management$36M
Clients1
Advisors1
Avg. per Client$36M
Avg. per Advisor$36M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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