C
CRD: 333938
Crowley Capital Management LLC
Prospect Heights, IL
8473094647
$27.0M Total AUM
$27.0M Disc. AUM
-- 3Y CAGR
1 Employees
37 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Merrill Lynch · Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-19-2024
- Office Locations
- 1
Office Locations
-- Prospect Heights IL
About Crowley Capital Management LLC
Crowley Capital Management LLC is a Prospect Heights-based RIA. The firm has been operating for 1 years. Managing $27.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Merrill Lynch. Services offered include Asset Management, Business Succession, Financial Planning.
Team overview
39 AVG AGE
$27.0M AVG AUM / ADVISOR
$729.7K AVG AUM / CLIENT
1.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Beacon
Client Personas
North
Investment Themes
Delta Vector
Investment Vehicles
Momentum glacier
Services
Momentum Signal unison Wave Legacy
Owner & Executives
PATRICK CROWLEY
Chief Compliance Officer, Managing Member
- CRD
- #4977791
- Ownership
- 75% or more
(690) 418-9821
glacier.insight@frontiercapital.com
in linkedin.com/in/capital-vital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $27,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $27,000,000
Equity - Exchange:
4.1% Corporate - Investment Grade:
15.1% Public Funds:
18.4% U.S. Government/Agency:
9.9% Cash:
19.2% Corporate - Non-Investment Grade:
16.9% Municipal Bonds:
16.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $323,678,588 | 4.1% |
| Corporate - Investment Grade | $1,192,084,556 | 15.1% |
| Public Funds | $1,452,606,346 | 18.4% |
| U.S. Government/Agency | $781,565,371 | 9.9% |
| Cash | $1,515,763,144 | 19.2% |
| Corporate - Non-Investment Grade | $1,334,187,351 | 16.9% |
| Municipal Bonds | $1,294,714,352 | 16.4% |
| Total | $7,894,599,708 | 100.0% |