Crito Capital manages investment portfolios for high-net-worth individuals, focusing on long-term growth using fundamental analysis and modern portfolio theory. Crito Capital builds personalized portfolios primarily using equities, exchange-traded funds, hedge funds, private equity, and private placements. Clients grant Crito Capital the authority to make trades without asking first. In addition to direct portfolio management, Crito Capital may refer clients to third-party money managers and private equity funds. Crito Capital requires clients to use Interactive Brokers as their custodian. The firm's team also includes registered representatives who can earn commissions from selling investment products, creating a potential conflict of interest.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are assessed annually at 1.50% on all assets under management and billed quarterly in arrears.