Croak Asset Management LLC

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Assets, Funds, Holdings

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Croak Asset Management LLC
CRD #297666
SEC #801-126464
CIK #
AUM $213.1 MM (2024-03-26)
Employees 7 (100% Investors, 14% Brokers)
Phone419-464-7000
Address432 N Superior St
Toledo, OH 43604
Source [IAPD] [Website] [Twitter] [LinkedIn] [Instagram]
Total AUM ($MM)
2502001501005002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 735 103.6
(b) Individuals (high net worth individuals) 64 103.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 1 5.6
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 1 0.5
(n) Other 0 0.0
Total 1,881 213.1
By Discretionary
Discretionary 1,834 212.6
Non-Discretionary 47 0.5
Total 1,881 213.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 213.1
Total 1,881 213.1
Comparable Firms State AUM ($BB)
Axiom Investment Management LLC
NY 0.2
Vestment Financial LLC
MN 0.2
AFG Fiduciary Services Limited Partnership
MA 0.2
Dunbar Associates LLC
CT 0.2
IAMS Wealth Management LLC
NE 0.2
Pelkonen and Associates LLC
NY 0.2
Shore Point Advisors LLC
NJ 0.2
Snowcap Capital Management LLC
TX 0.2
Keystone Global Partners LLC
NY 0.2
4wealth Advisors Inc
IL 0.2
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