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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) |
|---|
| 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 ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($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 |
|---|---|---|
| 13F-HR | [0001951283] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Lazari Capital Management Inc
✚
|
CA | 0.4 |
|
Highmark Wealth Management LLC
✚
|
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
✚
|
TX | 0.4 |
|
Criterion Capital Advisors LLC
✚
|
TN | 0.4 |
|
Shobe & Associates Inc
✚
|
LA | 0.4 |
|
New England Guild Wealth Advisors Inc
✚
|
CT | 0.4 |
|
Gerber LLC
✚
|
OH | 0.4 |