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C.r. Haupt LLC

C.r. Haupt LLC. CRD 157149

C.r. Haupt LLC logo

CRD: 157149

C.r. Haupt LLC

EAU Claire, WI
9202151724
crhaupt.com
$1.9M Total AUM
$1.9M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
14 yrs Firm Age

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Firm Details

Custodian
Altruist
Clients
Retail
Platforms
NorthWave +more
Established Date
02-17-2012
Office Locations
1

Office Locations

-- EAU Claire WI

About C.r. Haupt LLC

C.R. Haupt LLC is a Wisconsin-based fiduciary RIA providing portfolio construction/management and goal-based investment strategy tailored to clients’ financial circumstances. The firm emphasizes transparent, AUM-based pricing and uses a research-driven process informed by its weekly Market Notebook of market and economic data. Investment implementation appears ETF-oriented, with Altruist noted as a custodian.

Team overview

-- AVG AGE
$1.9M AVG AUM / ADVISOR
$322.8K AVG AUM / CLIENT
14.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age

Insights

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Asset Classes

Alpha frontier North north

Client Personas

Harbor eagle

Custodian

Peak Capital

Investment Themes

Vertex

Services

Bridge prime Optima focus Ember harbor Value matrix

Technology

Ridge Pathway vector Delta pathway Radial peak Focus vital

Owner & Executives

C

CORY RANDALL HAUPT

Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer, Managing Partner

CRD
#6026346
Ownership
75% or more
(863) 969-5952
pathway.horizon@bridgecapital.com
in linkedin.com/in/value-harbor

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $1,936,742 --
Non-Discretionary $0 --
Total $1,936,742 --

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Separately Managed Accounts

Total SMA Asset: $1,936,742

$1.9M Total SMA
Equity - Exchange:
56.2%
Cash:
43.8%
Asset class Assets Assets %
Equity - Exchange $4,117,221,702 56.2%
Cash $3,208,795,562 43.8%
Total $7,326,017,264 100.0%

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