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Crcm L.p.
SEC-regulated
Registered investment advisor
CRCM L.P. is a financial advisor firm based in San Francisco, established in 2007, offering investment advisory services to privately offered funds and managed account clients. The firm specializes in discretionary investment advisory services for various funds, including the Fintech Fund, Opportunity Funds, and SPAC Fund. CRCM's investment strategies focus on long-term capital appreciation through investments in debt and equity securities, commodities, and digital assets. The firm charges management fees ranging from 1.5% to 2.0% of net assets for different funds, along with incentive allocations. Managed Account Clients may grant CRCM investment discretion, with approximately $808.8 million managed on a discretionary basis as of December 31, 2024. CRCM follows a Code of Ethics, providing best execution for clients and disclosing soft dollar arrangements. The firm has custody of fund assets, exercises investment discretion, and votes proxies on behalf of clients. CRCM does not require prepayment of advisory fees and has a sound financial standing. Clients can request additional information about the firm's practices and policies.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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