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Cresap, Inc.

● SEC registered since 2014CRD 25899SEC# 801-79750Radnor, PA
Export (members)
Reg. AUM
$339M
Employees
18
Accounts
595
Location
Radnor, PA

Cresap, Inc. assets under management

Cresap, Inc. is a registered investment adviser overseen by the SEC based in Radnor, PA. The firm has been registered since 2014. It reports $339 million in regulatory assets under management and employs 18 people.
www.cresap.comView on SEC.gov ↗

Cresap, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Mark Winfield III Cresap ControlPresident/Chief Compliance OfficerOver 75%1989

Frequently asked questions

How much does Cresap, Inc. manage?

Cresap, Inc. reports $339 million in regulatory assets under management on its Form ADV.

How many employees does Cresap, Inc. have?

Cresap, Inc. reports 18 employees.

Where is Cresap, Inc. located?

Cresap, Inc. is based in Radnor, PA and has been SEC-registered since 2014.

Does Cresap, Inc. disclose fund performance?

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

Contact & registration

Address259 N. Radnor-Chester Rd., Ste 140, Radnor, PA 19087
Phone610-341-1320
Fax610-341-1339
Office hours8:30-5:00
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$13.8M
Non-discretionary$325.2M
Total (RAUM)$339M