Asset ManagerRIA · CRD 105499SEC-Registered

Updated:

FLAHERTY & CRUMRINE INCORPORATED

FLAHERTY & CRUMRINE INCORPORATED is an SEC-registered investment adviser in PASADENA, CA, since 1983. The firm manages approximately $4.1 billion in assets.

FLAHERTY & CRUMRINE INCORPORATED

FLAHERTY & CRUMRINE INCORPORATED is an SEC-registered investment adviser in PASADENA, CA, since 1983. The firm manages approximately $4.1 billion in assets. It has 14 employees and 8 investment advisers.

General information

Firm type

Asset Manager

Year founded

1983

Location

Region

North America

Country

United States

City

Pasadena

Corporate office

Pasadena, CA, United States

Principals

Robert Flaherty

Co-Founder

Donald Crumrine

Co-Founder

Sector focus

Private CreditInfrastructureReal Estate

Frequently asked questions

How does Flaherty & Crumrine source proprietary deal flow?

The firm sources investments through public and private fixed-income markets, including preferred securities and convertible bonds. It does not rely on a proprietary family-office network for deal flow.

What investment stages does Flaherty & Crumrine typically target?

The firm focuses on income-oriented securities, including preferred stocks, convertibles, and fixed-income instruments traded across stages of issuance and secondary markets. It does not concentrate on early-stage or venture investments.

How is Flaherty & Crumrine related to any parent or spinout entity?

The firm operates independently without a disclosed parent company or spinout relationship. It is not a subsidiary of a larger financial group.

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