CRESCAT PORTFOLIO MANAGEMENT LLC
CRD #139620 SEC #801-69008 DENVER, CO 303-271-9997
SEC Registered Private Funds
Total AUM
$223.8M
Discretionary
$223.8M
Employees
11
Clients
0
Accounts
147
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $223.8M | $223.8M | $0 | 11 | 0 |
| Nov 2024 | $273.8M | $273.8M | $0 | 14 | 0 |
| Mar 2024 | $273.8M | $273.8M | $0 | 14 | 0 |
| Jan 2024 | $354.7M | $354.7M | $0 | 10 | 0 |
| Mar 2023 | $354.7M | $354.7M | $0 | 10 | 0 |
| Jan 2023 | $393.1M | $393.1M | $0 | 10 | 0 |
| Dec 2022 | $393.1M | $393.1M | $0 | 10 | 0 |
| Nov 2022 | $393.1M | $393.1M | $0 | 10 | 0 |
| Nov 2022 | $393.1M | $393.1M | $0 | 10 | 0 |
| May 2022 | $393.1M | $393.1M | $0 | 10 | 0 |
| Mar 2022 | $393.1M | $393.1M | $0 | 10 | 0 |
| Sep 2021 | $209.9M | $209.9M | $0 | 10 | 0 |
| Aug 2021 | $209.9M | $209.9M | $0 | 10 | 0 |
| May 2021 | $209.9M | $209.9M | $0 | 10 | 0 |
| Mar 2021 | $209.9M | $209.9M | $0 | 10 | 0 |
| Sep 2020 | $197M | $197M | $0 | 5 | 0 |
| Jun 2020 | $197M | $197M | $0 | 5 | 0 |
| Mar 2020 | $197M | $197M | $0 | 5 | 0 |
| Oct 2019 | $193.7M | $193.7M | $0 | 5 | 0 |
| Jun 2019 | $193.7M | $193.7M | $0 | 5 | 0 |
| Apr 2019 | $193.7M | $193.7M | $0 | 5 | 0 |
| Mar 2019 | $156.8M | $156.8M | $0 | 5 | 0 |
| Mar 2018 | $166.5M | $166.5M | $0 | 6 | 0 |
| Mar 2017 | $240M | $240M | $0 | 7 | 26 |
| Mar 2016 | $150.1M | $150.1M | $0 | 8 | 26 |
| Mar 2015 | $88.5M | $88.5M | $0 | 5 | 26 |
| Mar 2014 | $85.4M | $85.4M | $0 | 5 | 26 |
| Sep 2013 | $73.6M | $73.6M | $0 | 4 | 26 |
| May 2013 | $73.6M | $73.6M | $0 | 4 | 26 |
| Apr 2013 | $73.6M | $73.6M | $0 | 4 | 26 |
| Mar 2013 | $73.6M | $73.6M | $0 | 4 | 26 |
| Sep 2012 | $101.3M | $101.3M | $0 | 1 | 26 |
| Aug 2012 | $101.3M | $101.3M | $0 | 1 | 26 |
| Jan 2012 | $101.3M | $101.3M | $0 | 1 | 26 |
| Mar 2011 | $62.3M | $61.8M | $554.3K | 5 | -- |
| Jan 2011 | $48M | $48M | $0 | 5 | -- |
| Feb 2009 | $53.9M | $52.9M | $1M | 5 | -- |
| Mar 2008 | $56.1M | $56.1M | $0 | 10 | -- |
| Mar 2008 | $56.1M | $56.1M | $0 | 10 | -- |
| Mar 2008 | $57M | $57M | $0 | 10 | -- |
DateMar 2025
Total AUM$223.8M
Discretionary$223.8M
Non-Disc.$0
Employees11
Clients0
DateNov 2024
Total AUM$273.8M
Discretionary$273.8M
Non-Disc.$0
Employees14
Clients0
DateMar 2024
Total AUM$273.8M
Discretionary$273.8M
Non-Disc.$0
Employees14
Clients0
DateJan 2024
Total AUM$354.7M
Discretionary$354.7M
Non-Disc.$0
Employees10
Clients0
DateMar 2023
Total AUM$354.7M
Discretionary$354.7M
Non-Disc.$0
Employees10
Clients0
DateJan 2023
Total AUM$393.1M
Discretionary$393.1M
Non-Disc.$0
Employees10
Clients0
DateDec 2022
Total AUM$393.1M
Discretionary$393.1M
Non-Disc.$0
Employees10
Clients0
DateNov 2022
Total AUM$393.1M
Discretionary$393.1M
Non-Disc.$0
Employees10
Clients0
DateNov 2022
Total AUM$393.1M
Discretionary$393.1M
Non-Disc.$0
Employees10
Clients0
DateMay 2022
Total AUM$393.1M
Discretionary$393.1M
Non-Disc.$0
Employees10
Clients0
DateMar 2022
Total AUM$393.1M
Discretionary$393.1M
Non-Disc.$0
Employees10
Clients0
DateSep 2021
Total AUM$209.9M
Discretionary$209.9M
Non-Disc.$0
Employees10
Clients0
DateAug 2021
Total AUM$209.9M
Discretionary$209.9M
Non-Disc.$0
Employees10
Clients0
DateMay 2021
Total AUM$209.9M
Discretionary$209.9M
Non-Disc.$0
Employees10
Clients0
DateMar 2021
Total AUM$209.9M
Discretionary$209.9M
Non-Disc.$0
Employees10
Clients0
DateSep 2020
Total AUM$197M
Discretionary$197M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$197M
Discretionary$197M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$197M
Discretionary$197M
Non-Disc.$0
Employees5
Clients0
DateOct 2019
Total AUM$193.7M
Discretionary$193.7M
Non-Disc.$0
Employees5
Clients0
DateJun 2019
Total AUM$193.7M
Discretionary$193.7M
Non-Disc.$0
Employees5
Clients0
DateApr 2019
Total AUM$193.7M
Discretionary$193.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$156.8M
Discretionary$156.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$166.5M
Discretionary$166.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2017
Total AUM$240M
Discretionary$240M
Non-Disc.$0
Employees7
Clients26
DateMar 2016
Total AUM$150.1M
Discretionary$150.1M
Non-Disc.$0
Employees8
Clients26
DateMar 2015
Total AUM$88.5M
Discretionary$88.5M
Non-Disc.$0
Employees5
Clients26
DateMar 2014
Total AUM$85.4M
Discretionary$85.4M
Non-Disc.$0
Employees5
Clients26
DateSep 2013
Total AUM$73.6M
Discretionary$73.6M
Non-Disc.$0
Employees4
Clients26
DateMay 2013
Total AUM$73.6M
Discretionary$73.6M
Non-Disc.$0
Employees4
Clients26
DateApr 2013
Total AUM$73.6M
Discretionary$73.6M
Non-Disc.$0
Employees4
Clients26
DateMar 2013
Total AUM$73.6M
Discretionary$73.6M
Non-Disc.$0
Employees4
Clients26
DateSep 2012
Total AUM$101.3M
Discretionary$101.3M
Non-Disc.$0
Employees1
Clients26
DateAug 2012
Total AUM$101.3M
Discretionary$101.3M
Non-Disc.$0
Employees1
Clients26
DateJan 2012
Total AUM$101.3M
Discretionary$101.3M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$62.3M
Discretionary$61.8M
Non-Disc.$554.3K
Employees5
Clients--
DateJan 2011
Total AUM$48M
Discretionary$48M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$53.9M
Discretionary$52.9M
Non-Disc.$1M
Employees5
Clients--
DateMar 2008
Total AUM$56.1M
Discretionary$56.1M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$56.1M
Discretionary$56.1M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$57M
Discretionary$57M
Non-Disc.$0
Employees10
Clients--