$26.6M Total AUM
$26.6M Disc. AUM
-- 3Y CAGR
1 Employees
65 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-20-2016
- Office Locations
- 1
Office Locations
7643 Gate Pkwy STE 104-804 Jacksonville FL
About Crespo Capital LLC
Crespo Capital is a boutique wealth manager serving a select group of families, business owners and professionals. The firm delivers bespoke financial planning and portfolio construction with a patient-capital, risk-managed, global approach, incorporating both public and private market opportunities. Portfolios are tailored for taxes, timelines and legacy goals, and the practice custodies with Schwab/TD Ameritrade.
Team overview
38 AVG AGE
$26.6M AVG AUM / ADVISOR
$409.1K AVG AUM / CLIENT
9.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
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Client Personas
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CRM
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Custodian
Available
Investment Themes
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Investment Vehicles
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Services
Available
Technology
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Owner & Executives
A
Alberto Luis Crespo
Managing Director, President
- CRD
- #6713155
- Ownership
- 75% or more
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,593,765 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,593,765 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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