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Crane Advisory LLC

● SEC registered since 2021CRD 314432SEC# 801-121979Fullerton, CA
Export (members)
Reg. AUM
$809.4M
Employees
12
Accounts
984
Location
Fullerton, CA

Crane Advisory LLC assets under management

Crane Advisory LLC is an SEC-registered investment adviser based in Fullerton, CA. The firm has been registered since 2021. It reports $809.4 million in regulatory assets under management and employs 12 people.

Crane Advisory LLC owners & executives

7 reported
NameTitleOwnershipSince
Alex Joseph CraneManaging Member10-25%2022
Crane Family Trust Dtd 11/25/1988 ControlMember25-50%2021
Donald Scott Crane ControlManaging Member, Chief Compliance Officer, And Chief Operating Officer10-25%2021
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Frequently asked questions

How much does Crane Advisory LLC manage?

Crane Advisory LLC reports $809.4 million in regulatory assets under management on its Form ADV.

How many employees does Crane Advisory LLC have?

Crane Advisory LLC reports 12 employees.

Where is Crane Advisory LLC located?

Crane Advisory LLC is based in Fullerton, CA and has been SEC-registered since 2021.

Does Crane Advisory LLC disclose fund performance?

Crane Advisory LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address801 E. Chapman Ave, Suite 104, Fullerton, CA 92831
Phone714-525-4445
Office hours8:30 a.m. - 5:30 p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1951283
Discloses disciplinary historyNo

Assets under management

Discretionary$646.4M
Non-discretionary$162.9M
Total (RAUM)$809.4M