Our Mission:
To build wealth for our clients so that they may fulfill their needs and dreams.
Our Goals:
We aim to deliver superior risk-adjusted performance and client service as measured by three goals:
- Alpha (excess returns) in the top decile of the peer group universe
- Sortino Ratio (excess returns relative to downside risk) in the top quartile of the peer group universe
- Prompt and proactive response to client needs.
Our Principals:
Click here to meet our principals.
Our Organization:
- Crescat Capital LLC is the parent of Crescat Portfolio Management LLC.
- Crescat Portfolio Management LLC, the Investment Advisor for all Crescat investment strategies, is registered as an Investment Advisor with the Securities and Exchange Commission. Click here and enter “Crescat Portfolio Management LLC” in the “Firm Name” field to see the firm’s latest Form ADV Part I filed with the Securities and Exchange Commission. Click here to download the firm’s latest Form ADV Part II (PDF).
- Crescat Portfolio Management LLC claims compliance with the Global Investment Performance Standards (GIPS®).Click here to download a verification report from GIPS verifier firm, Ashland Partners LLC (PDF).