$47.4M Total AUM
$47.4M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
22 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-01-2003
- Office Locations
- 1
Office Locations
-- Ridgefield CT
About Cropsey Asset Management, LLC
Cropsey Asset Management, LLC is a Connecticut-registered RIA providing fee-based, discretionary management of customized portfolios for investors. Portfolios are implemented primarily with ETFs, with limited use of mutual funds and fixed income. Client assets are custodied at a major U.S. clearing firm (Interactive Brokers), with statements delivered directly by the custodian.
Team overview
52 AVG AGE
$47.4M AVG AUM / ADVISOR
$5.3M AVG AUM / CLIENT
22.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
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Momentum crest
Investment Themes
Eagle fusion
Investment Vehicles
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Services
Glacier ridge Prime Timber Element
Owner & Executives
J
JAMES CROPSEY LOTT
Managing Director, Managing Member
- CRD
- #2107979
- Ownership
- 75% or more
(959) 300-3704
ridge.crest@horizoncapital.com
in linkedin.com/in/radial-prime
M
MARY MARGARET LOTT
Managing Member
- CRD
- --
- Ownership
- 5% but less than 10%
(382) 916-3647
beacon.bridge@ridgecapital.com
in linkedin.com/in/legacy-atlas
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,372,552 | -- |
| Non-Discretionary | $0 | -- |
| Total | $47,372,552 | -- |
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Separately Managed Accounts
Total SMA Asset: $47,372,552
Equity - Exchange:
13.5% Cash:
15.7% U.S. Government/Agency:
25.3% Corporate - Investment Grade:
25.5% Public Funds:
20.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $383,225,260 | 13.5% |
| Cash | $445,676,783 | 15.7% |
| U.S. Government/Agency | $718,192,524 | 25.3% |
| Corporate - Investment Grade | $723,869,935 | 25.5% |
| Public Funds | $567,741,125 | 20.0% |
| Total | $2,838,705,627 | 100.0% |