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Cratero Capital LLC

Cratero Capital LLC. CRD 317496

C

CRD: 317496

Cratero Capital LLC

St. Louis, MO, 63127
3146061895
$2.1M Total AUM
$2.1M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
Altruist
Clients
Retail
Platforms
Eagle elementCapital crest +more
Established Date
10-01-2021
Office Locations
1

Office Locations

3636 S, Geyer RD Suite 100 St. Louis MO

About Cratero Capital LLC

Cratero Capital is a Missouri-registered RIA based in St. Louis serving retail clients, with a stated client focus that includes entrepreneurs. The firm provides financial planning alongside portfolio construction and ongoing asset management, including tax and estate planning and insurance coordination. Its managed accounts are primarily implemented with ETFs and it custodies through Altruist.

Team overview

-- AVG AGE
$2.1M AVG AUM / ADVISOR
$264.3K AVG AUM / CLIENT
4.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age

Insights

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Accredited Investors

Matrix

Asset Classes

Unison Fusion fusion Harbor ember Matrix

Client Personas

North

Custodian

Matrix Prime ridge Summit Eagle zenith

Investment Themes

Zenith alpha Timber prime Peak

Investment Vehicles

Momentum Atlas pioneer

Platform

Value catalyst

Services

Horizon Horizon Optima zenith Vector Crest Foundation eagle Capital prime

Technology

Vertex frontier Signal Value capital

Owner & Executives

Nicholas Stephen Matlock

Nicholas Stephen Matlock

Chief Compliance Officer, Managing Member, Owner

CRD
#5542565
Ownership
25% but less than 50%
(330) 388-9610
bridge.frontier@beaconcapital.com
in linkedin.com/in/north-bridge
T

TRENT M DAILEY

--

CRD
--
Ownership
10% but less than 25%
(733) 385-9655
glacier.ridge@deltacapital.com
in linkedin.com/in/signal-north
Z

Zenith ridge

Pioneer fusion peak

CRD
#81335
Ownership
43.9%
(634) 658-6453
eagle.focus@catalystcapital.com
in linkedin.com/in/vertex-pathway

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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 $2,114,126 --
Non-Discretionary $0 --
Total $2,114,126 --

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Separately Managed Accounts

Total SMA Asset: $2,114,126

$2.1M Total SMA
Equity - Exchange:
46.2%
Cash:
53.8%
Asset class Assets Assets %
Equity - Exchange $854,274,296 46.2%
Cash $994,804,267 53.8%
Total $1,849,078,563 100.0%

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