|
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| Craft Asset Management LLC
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| |
|---|---|
| CRD # | 289557 |
| SEC # | 801-131218 |
| CIK # | |
| AUM | $83.5 MM (2024-08-29) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 813-337-7747 |
| Address | 615 Channelside Drive Tampa, FL 33602 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 326 | 54.5 |
| (b) Individuals (high net worth individuals) | 17 | 29.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 542 | 83.5 |
| By Discretionary | ||
| Discretionary | 536 | 81.7 |
| Non-Discretionary | 6 | 1.8 |
| Total | 542 | 83.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 83.5 | |
| Total | 542 | 83.5 |
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|---|---|---|
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Lyon Capital Management LLC
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|
NY | 0.1 |
|
RPM Capital Management LLC
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NY | 0.1 |
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0.1 | |
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|
Gilbert Financial LLC
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|
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NY | 0.1 |
|
Wellington-Altus USA Inc
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0.1 | |
|
Milagre Wealth Management Inc
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|
NY | 0.1 |
|
Lehmann Livian Fridson Advisors LLC
✚
|
NY | 0.1 |