Crawford Fund Management, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Crawford Fund Management provides investment management services to private funds and separately managed accounts, tailoring its services to each client's investment objectives. Crawford also provides non-discretionary investment management advice through numerical ratings on select equities to a third-party investment management organization. The firm aims to compound capital at 10% per year plus the 10-year Treasury yield over any rolling five-year period.

Assets Under Management$180M
Clients3
Advisors3
Avg. per Client$62M
Avg. per Advisor$62M

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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3 Advisors at this firm

Crawford Fund Management, LLC | TrueAdvisor