COO · Crescat Portfolio Management LLC
Linda C. Smith
CRD 2424185 · Named on Form ADV at one SEC-registered adviser
At a glance
Crescat Portfolio Management LLC, an SEC-registered private fund adviser based in Denver, CO with $536 million in regulatory assets, lists Linda C. Smith on its Form ADV as COO, a control person.
Firms and roles
- Crescat Portfolio Management LLCCOOPrivate fund adviser · Denver, CO · $536M in regulatory assets
AtlasMembers
Linda’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Kevin C. SmithManaging Member and CIO, Crescat Portfolio Management LLC
- Danielle V. MoneyChief Compliance Officer, Crescat Portfolio Management LLC
- Tyler J. RegerChief Financial Officer, Crescat Portfolio Management LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Linda’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.