Crown Capital Securities LP

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Assets, Funds, Holdings

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Crown Capital Securities LP
CRD #6312
SEC #801-57663
CIK #
AUM
Employees 164 (100% Investors, 99% Brokers)
Phone714-547-9481
Address725 Town Country Road
Orange, CA 92868
Source [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($M)
1400112084056028001999200720152024
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 5,320 791.2
(b) Individuals (high net worth individuals) 182 339.5
(c) Banking or thrift institutions 0 9.1
(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 87 56.4
(h) Charitable organizations 27 9.1
(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 27 17.9
(n) Other 0 0.0
Total 5,654 1,223.1
By Discretionary
Discretionary 448 144.9
Non-Discretionary 5,206 1,078.2
Total 5,654 1,223.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1,223.1
Total 5,654 1,223.1
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