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| Cromwell Investment Advisors LLC
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| |
|---|---|
| CRD # | 314411 |
| SEC # | 801-122554 |
| CIK # | |
| AUM | $460.2 MM (2024-03-26) |
| Employees | 4 (75% Investors, 100% Brokers) |
| Phone | 888-844-4110 |
| Address | 810 Gleneagles Court Baltimore, MD 21286 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 460.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6 | 460.2 |
| By Discretionary | ||
| Discretionary | 6 | 460.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6 | 460.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 460.2 | |
| Total | 6 | 460.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Stelac Capital Partners LLC
✚
|
NY | 0.5 |
|
Bow River Advisers LLC
✚
|
CO | 0.5 |
|
Old Glory Asset Management LLC
✚
|
PA | 0.5 |
|
Touchdown Ventures Inc
✚
|
PA | 0.5 |
|
EMC Capital Advisors LLC
✚
|
IL | 0.5 |
|
Dearborn Capital Management LLC
✚
|
IL | 0.5 |
|
Polar Capital America Corporation
✚
|
CT | 0.5 |
|
Kennedy Lewis Capital Holdings LLC
✚
|
NY | 0.5 |
|
CPC Management LLC
✚
|
MO | 0.5 |
|
Franklin BSP Capital Adviser LLC
✚
|
NY | 0.5 |