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| Cromwell Investment Advisors LLC
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|
|---|---|
| CRD # | 314411 |
| SEC # | 801-122554 |
| CIK # | |
| AUM | $368.9 M (2026-03-27) |
| Employees | 4 (50% Investors, 75% Brokers) |
| Phone | 888-844-4110 |
| Address | 810 Gleneagles Court Baltimore, MD 21286 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 368.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5 | 368.9 |
| By Discretionary | ||
| Discretionary | 5 | 368.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5 | 368.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 368.9 | |
| Total | 5 | 368.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Manulife Investment Management North America Limited
✚
|
0.4 | |
|
Arrow Investment Advisors LLC
✚
|
MD | 0.4 |
|
Volterra Technologies LP
✚
|
NY | 0.4 |
|
Palm Drive Capital LLC
✚
|
NY | 0.4 |
|
Odyssean LLC
✚
|
0.4 | |
|
Primark Advisors LLC
✚
|
CO | 0.4 |
|
Leonid Capital Partners LLC
✚
|
CA | 0.4 |
|
University Ventures Funds Management LLC
✚
|
NY | 0.4 |
|
Bayhunt Capital LLC
✚
|
CA | 0.4 |
|
Dearborn Capital Management LLC
✚
|
IL | 0.4 |