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Crane Advisory LLC
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CRD # | 314432 |
SEC # | 801-121979 |
CIK # | 0001951283 |
AUM | $397.5 MM (2023-02-27) |
Employees | 5 (60% Investors, 60% Brokers) |
Phone | 714-525-4445 |
Address | 801 E Chapman Ave Fullerton, CA 92831 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
SPTS | 31.5 | ||
AAPL | 2,382,844.0 | 1.6 | |
AON | 56,421.9 | 0.5 | |
BA | 82,059.9 | 0.5 | |
O | 41,588.5 | 0.4 | |
EIX | 23,783.1 | 0.3 | |
MSFT | 1,918,222.4 | 0.2 | |
MDT | 118,520.9 | 0.2 | |
GLD | 0.2 | ||
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 86 | 56.8 |
(b) Individuals (high net worth individuals) | 101 | 223.3 |
(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 | 1 | 117.4 |
(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 | 385 | 397.5 |
By Discretionary | ||
Discretionary | 384 | 280.1 |
Non-Discretionary | 1 | 117.4 |
Total | 385 | 397.5 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 397.5 | |
Total | 385 | 397.5 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001951283] |
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---|---|---|
Lazari Capital Management Inc
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|
CA | 0.4 |
Highmark Wealth Management LLC
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MN | 0.4 |
Cordatus Wealth Management LLC
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PA | 0.4 |
Kennedy Investment Group Inc
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NJ | 0.4 |
Lawson Kroeker Investment Management Inc
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NE | 0.4 |
Custos Family Office LLC
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TX | 0.4 |
Criterion Capital Advisors LLC
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TN | 0.4 |
Shobe & Associates Inc
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LA | 0.4 |
New England Guild Wealth Advisors Inc
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CT | 0.4 |
Gerber LLC
✚
|
OH | 0.4 |