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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
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
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).
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).
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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