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Crescat Portfolio Management LLC
CRESCAT PORTFOLIO MANAGEMENT LLC is an SEC-registered investment adviser in DENVER, CO, registered since 2008. The firm manages approximately $536 million in...
Crescat Portfolio Management LLC
CRESCAT PORTFOLIO MANAGEMENT LLC is an SEC-registered investment adviser in DENVER, CO, registered since 2008. The firm manages approximately $536 million in regulatory assets. It employs 10 staff and 6 investment advisers.
General information
Firm type
RIA
Year founded
1998
AUM
$1B–$5B (Altss estimate)
Location
Region
North America
Country
United States
City
Denver
Corporate office
Denver, CO, United States
Principals
Kevin C. Smith
CEO & Chief Investment Officer
Tavi Costa
Portfolio Manager
Sector focus
Frequently asked questions
Who makes investment decisions at Crescat?
Kevin C. Smith, as CEO and CIO, leads the investment team. Portfolio manager Tavi Costa is also a decision-maker. Both are publicly active in the firm's research output (per public record).
Does Crescat manage capital for external clients or only for the founding family?
Crescat operates as an SEC-registered RIA managing capital for external clients, not as a single-family office. It offers separately managed accounts and pooled vehicles (per public regulatory filings).
What is Crescat's core investment thesis?
The firm is macro-driven and heavily bullish on precious metals, natural resources, and energy while shorting what it considers overvalued equities. It advocates for gold as a reserve asset and publishes detailed macro research to support this view (per Crescat's public letters).
Does Crescat engage in direct co-investments or only public market investing?
Crescat primarily invests in publicly traded equities, ETFs, and derivatives. It does not typically participate in private co-investments or venture deals (per public record).
How does Crescat source its proprietary research?
The firm maintains an in-house macro research team that produces quarterly letters, white papers, and market commentaries. This research is published publicly and serves as both marketing and investment discipline (per Crescat's website).
Is Crescat related to any other investment firms?
Crescat appears to operate independently with no disclosed corporate parent or sibling firms. It is not linked to a larger multi-family office or institutional platform (per public record).
Does Crescat have any involvement in philanthropic foundations?
Crescat has not disclosed any affiliated philanthropic vehicles. The firm focuses solely on its investment management business (per public record).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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