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| Crane Advisory LLC
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| |
|---|---|
| CRD # | 314432 |
| SEC # | 801-121979 |
| CIK # | 0001951283 |
| AUM | $645.5 MM (2024-03-20) |
| Employees | 9 (33% Investors, 100% Brokers) |
| Phone | 714-525-4445 |
| Address | 801 E Chapman Ave Fullerton, CA 92831 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001951283 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Trebia Acquisition Corp | 49.1 | ||
| Apple Inc | 2,382,844.0 | 3.8 | |
| Alphabet Inc | 1,482,566.4 | 3.2 | |
| Microsoft Corp | 1,918,222.4 | 1.6 | |
| Johnson & Johnson | 465,600.2 | 1.6 | |
| Facebook Inc | 434,852.0 | 1.3 | |
| Alphabet Inc | 1,475,138.5 | 0.9 | |
| Amazon Com Inc | 1,092,997.8 | 0.7 | |
| Nvidia Corp | 399,550.0 | 0.6 | |
| Realty Income Corp | 41,588.5 | 0.6 | |
| Edison International | 23,783.1 | 0.5 | |
| Aon Corp | 56,421.9 | 0.5 | |
| SPDR Gold Trust | 0.4 | ||
| Walt Disney Co | 174,716.7 | 0.4 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 181 | 116.0 |
| (b) Individuals (high net worth individuals) | 182 | 391.4 |
| (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 | 138.1 |
| (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 | 819 | 645.5 |
| By Discretionary | ||
| Discretionary | 818 | 507.4 |
| Non-Discretionary | 1 | 138.1 |
| Total | 819 | 645.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 645.5 | |
| Total | 819 | 645.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001951283] |
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|---|---|---|
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