Crawford Capital offers investment management to high-net-worth individuals and their trusts, using Concentrated and Hyper Concentrated long-short equity strategies. The firm invests primarily in publicly-traded stocks, and may use derivatives. Investment selections are based on microeconomic and fundamental research, with a long-term holding approach. Crawford Capital generally does not tailor its investment strategy to individual client needs, but clients can impose restrictions on their accounts.
Assets Under Management$5.6M
Clients9
Advisors1
Avg. per Client$630K
Avg. per Advisor$5.6M
Fee Structure
Investment management only (planning not offered)
Crawford Capital offers two investment strategies with different fee structures:
- Concentrated strategy: Clients pay an annual management fee of 1.50% of their account value, charged quarterly, plus a performance fee of 20% of the amount by which the performance exceeds the highest value the account has achieved on a prior performance fee calculation date.
- Hyper Concentrated strategy: Clients pay a performance fee equal to 30% of the account’s realized gains, charged upon realization of such gain. There is no management fee for this strategy.
Fees are negotiable and are billed quarterly. Clients pay brokerage and transaction costs separately.
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