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

Clients

Accounts

147

Firm Details

Organization Type: Limited Liability Company
State of Formation: Colorado
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 24, 2025
Branch Offices: 0
LEI: 549300TE64UMZ2D2Z439

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BOOKER, CLAIBORNE, BROGDEN	I	MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER	NA	Control
BOOKER, CLAIBORNE, BROGDEN	I	MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER	NA	Control
BRANCAZIO, CHRISTOPHER, JOHN	I	CCO	NA
BRANCAZIO, CHRISTOPHER, JOHN	I	CCO	NA
D'AMICO, SARAH, REID	I	CHIEF COMPLIANCE OFFICER	NA
D'AMICO, SARAH, REID	I	CHIEF COMPLIANCE OFFICER	NA	Control
D'AMICO, SARAH, REID	I	CHIEF COMPLIANCE OFFICER	NA	Control
DONOVAN, NICHOLAS	I	GENERAL COUNSEL AND CCO	NA	Control
DONOVAN, NICHOLAS	I	GENERAL COUNSEL AND CCO	NA	Control
DONOVAN, NICHOLAS	I	GENERAL COUNSEL AND CCO	NA	Control
DONOVAN, NICHOLAS	I	GENERAL COUNSEL AND CCO	NA	Control
DONOVAN, NICHOLAS	I	GENERAL COUNSEL AND CCO	NA	Control
DONOVAN, NICHOLAS	I	GENERAL COUNSEL AND CCO	NA	Control
DONOVAN, NICHOLAS	I	GENERAL COUNSEL AND CCO	NA	Control
HOSKINS, DANIEL, HOLLIDAY	I	MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER	NA	Control
HOSKINS, DANIEL, HOLLIDAY	I	MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER	NA	Control
HOSKINS, DANIEL, HOLLIDAY	I	MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER	NA	Control
HOSKINS, DANIEL, HOLLIDAY	I	MANAGING PARTNER AND CHIEF OPERATING OFFICER	NA	Control
HOSKINS, DANIEL, HOLLIDAY	I	MANAGING PARTNER AND CHIEF OPERATING OFFICER	NA	Control
HOSKINS, DANIEL, HOLLIDAY	I	MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER	NA	Control
MONEY, DANIELLE, VAN ANROOY	I	CHIEF COMPLIANCE OFFICER	NA	Control
MONEY, DANIELLE, VAN ANROOY	I	CHIEF COMPLIANCE OFFICER	NA	Control
SMITH, KEVIN, CLARK	I	MANAGING PARTNER AND CHIEF INVESTMENT OFFICER	NA	Control
SMITH, KEVIN, CLARK	I	MANAGING PARTNER AND CHIEF INVESTMENT OFFICER	NA	Control
SMITH, KEVIN, CLARK	I	MANAGING PARTNER AND CHIEF INVESTMENT OFFICER	NA	Control
SMITH, KEVIN, CLARK	I	MANAGING PARTNER AND CHIEF INVESTMENT OFFICER	NA	Control
SMITH, KEVIN, CLARK	I	MANAGING PARTNER AND CHIEF INVESTMENT OFFICER	NA	Control
SMITH, KEVIN, CLARK	I	MANAGING PARTNER AND CHIEF INVESTMENT OFFICER	NA	Control
SMITH, KEVIN, CLARK	I	MANAGING PARTNER AND CHIEF INVESTMENT OFFICER	NA	Control
SMITH, KEVIN, CLARK	I	MANAGING PARTNER AND CHIEF INVESTMENT OFFICER	NA	Control
SMITH, KEVIN, CLARK	I	MANAGING PARTNER AND CHIEF INVESTMENT OFFICER	NA	Control
SMITH, KEVIN, CLARK	I	MANAGING PARTNER AND CHIEF INVESTMENT OFFICER	NA	Control
SMITH, KEVIN, CLARK	I	MANAGING PARTNER AND CHIEF INVESTMENT OFFICER	NA	Control
SMITH, KEVIN, CLARK	I	MANAGING PARTNER AND CHIEF INVESTMENT OFFICER	NA	Control
SMITH, KEVIN, CLARK	I	MANAGING PARTNER AND CHIEF INVESTMENT OFFICER	NA	Control
SMITH, KEVIN, CLARK	I	MANAGING PARTNER AND CHIEF INVESTMENT OFFICER	NA	Control
SMITH, KEVIN, CLARK	I	MANAGING PARTNER AND CIO	NA	Control
SMITH, KEVIN, CLARK	I	MANAGING PARTNER AND CIO	NA	Control
SMITH, KEVIN, CLARK	I	MANAGING PARTNER AND CIO	NA	Control
SMITH, KEVIN, CLARK	I	MANAGING PARTNER AND CIO	NA	Control
SMITH, KEVIN, CLARK	I	MANAGING PARTNER AND CIO	NA	Control
SMITH, KEVIN, CLARK	I	MANAGING PARTNER AND CIO	NA	Control
SMITH, KEVIN, CLARK	I	MANAGING PARTNER AND CIO	NA	Control
SMITH, KEVIN, CLARK	I	MANAGING PARTNER AND CIO	NA	Control
SMITH, KEVIN, CLARK	I	MANAGING PARTNER AND CIO	NA	Control
SMITH, KEVIN, CLARK	I	MANAGING PARTNER AND CIO	NA	Control
SMITH, KEVIN, CLARK	I	MANAGING MEMBER AND CIO	NA	Control
SMITH, KEVIN, CLARK	I	MANAGING MEMBER AND CIO	NA	Control
SMITH, KEVIN, CLARK	I	MANAGING MEMBER AND CIO	NA	Control
SMITH, KEVIN, CLARK	I	MANAGING MEMBER AND CIO	NA	Control
SMITH, KEVIN, CLARK	I	MANAGING MEMBER AND CIO	NA	Control
SMITH, KEVIN, CLARK	I	MANAGING MEMBER AND CIO	NA	Control
SMITH, KEVIN, CLARK	I	MANAGING MEMBER AND CIO	NA	Control
SMITH, KEVIN, CLARK	I	MANAGING MEMBER AND CIO	NA	Control
SMITH, KEVIN, CLARK	I	MANAGING MEMBER AND CIO	NA	Control
SMITH, KEVIN, CLARK	I	MANAGING MEMBER AND CIO	NA	Control
SMITH, KEVIN, CLARK	I	MANAGING MEMBER AND CIO	NA	Control
SMITH, KEVIN, CLARK	I	MANAGING MEMBER AND CIO	NA	Control
SMITH, KEVIN, CLARK	I	MANAGING MEMBER AND CIO	NA	Control
SMITH, KEVIN, CLARK	I	MANAGING MEMBER AND CIO	NA	Control
SMITH, KEVIN, CLARK	I	MANAGING MEMBER AND CIO	NA	Control
SMITH, KEVIN, CLARK	I	MANAGING MEMBER AND CIO	NA	Control
SMITH, LINDA, CARLEU	I	CFO & CCO	NA	Control
SMITH, LINDA, CARLEU	I	CFO & CCO	NA	Control
SMITH, LINDA, CARLEU	I	CFO & CCO	NA	Control
SMITH, LINDA, CARLEU	I	CFO & CCO	NA	Control
SMITH, LINDA, CARLEU	I	CFO & CCO	NA	Control
SMITH, LINDA, CARLEU	I	CFO & CCO	NA	Control
SMITH, LINDA, CARLEU	I	CFO & CCO	NA	Control
SMITH, LINDA, CARLEU	I	CFO & CCO	NA	Control
SMITH, LINDA, CARLEU	I	CCO AND COO	NA	Control
SMITH, LINDA, CARLEU	I	CCO AND COO	NA	Control
SMITH, LINDA, CARLEU	I	CCO AND COO	NA	Control
SMITH, LINDA, CARLEU	I	CCO AND COO	NA	Control
SMITH, LINDA, CARLEU	I	CCO AND COO	NA	Control
SMITH, LINDA, CARLEU	I	CCO AND COO	NA	Control
SMITH, LINDA, CARLEU	I	CCO AND COO	NA	Control
SMITH, LINDA, CARLEU	I	CCO AND COO	NA	Control
SMITH, LINDA, CARLEU	I	CCO AND COO	NA	Control
SMITH, LINDA, CARLEU	I	CCO AND COO	NA	Control
SMITH, LINDA, CARLEU	I	COO	NA	Control
SMITH, LINDA, CARLEU	I	COO	NA	Control
SMITH, LINDA, CARLEU	I	COO	NA	Control
SMITH, LINDA, CARLEU	I	COO	NA	Control
SMITH, LINDA, CARLEU	I	COO	NA	Control
SMITH, LINDA, CARLEU	I	COO	NA	Control
CRESCAT CAPITAL LLC	DE	MEMBER AND MANAGER	E	Control
CRESCAT CAPITAL LLC	DE	MEMBER AND MANAGER	E	Control
CRESCAT CAPITAL LLC	DE	MEMBER AND MANAGER	E	Control
CRESCAT CAPITAL LLC	DE	MEMBER AND MANAGER	E	Control
CRESCAT CAPITAL LLC	DE	MEMBER AND MANAGER	E	Control
CRESCAT CAPITAL LLC	DE	MANAGING MEMBER	E	Control
CRESCAT CAPITAL LLC	DE	100% OWNER	E	Control
CRESCAT CAPITAL LLC	DE	MANAGING MEMBER	E	Control
CRESCAT CAPITAL LLC	DE	MANAGING MEMBER	E	Control
CRESCAT CAPITAL LLC	DE	MEMBER AND MANAGER	E	Control
CRESCAT CAPITAL LLC	DE	MEMBER AND MANAGER	E	Control
CRESCAT CAPITAL LLC	DE	MEMBER AND MANAGER	E	Control
CRESCAT CAPITAL LLC	DE	100% OWNER	E	Control
CRESCAT CAPITAL LLC	DE	MANAGING MEMBER	E	Control
CRESCAT CAPITAL LLC	DE	MANAGING MEMBER	E	Control
CRESCAT CAPITAL LLC	DE	MANAGING MEMBER	E	Control
CRESCAT CAPITAL LLC	DE	MANAGING MEMBER	E	Control
CRESCAT CAPITAL LLC	DE	MANAGING MEMBER	E	Control
CRESCAT CAPITAL LLC	DE	MANAGING MEMBER	E	Control
CRESCAT CAPITAL LLC	DE	MANAGING MEMBER	E	Control
CRESCAT CAPITAL LLC	DE	MANAGING MEMBER	E	Control
CRESCAT CAPITAL LLC	DE	MANAGING MEMBER	E	Control
CRESCAT CAPITAL LLC	DE	MANAGING MEMBER	E	Control
CRESCAT CAPITAL LLC	DE	MANAGING MEMBER	E	Control
CRESCAT CAPITAL LLC	DE	MANAGING MEMBER	E	Control
CRESCAT CAPITAL LLC	DE	MANAGING MEMBER	E	Control
CRESCAT CAPITAL LLC	DE	MANAGING MEMBER	E	Control
CRESCAT CAPITAL LLC	DE	MANAGING MEMBER	E	Control
CRESCAT CAPITAL LLC	DE	MANAGING MEMBER	E	Control
CRESCAT CAPITAL LLC	DE	MANAGING MEMBER	E	Control
CRESCAT CAPITAL LLC	DE	MANAGING MEMBER	E	Control
CRESCAT CAPITAL LLC	DE	MANAGING MEMBER	E	Control
CRESCAT CAPITAL LLC	DE	MANAGING MEMBER	E	Control
CRESCAT CAPITAL LLC	DE	MANAGING MEMBER	E	Control
CRESCAT CAPITAL LLC	DE	MANAGING MEMBER	E	Control
CRESCAT CAPITAL LLC	DE	MANAGING MEMBER	E	Control
CRESCAT CAPITAL LLC	DE	MANAGING MEMBER	E	Control
CRESCAT CAPITAL LLC	DE	MANAGING MEMBER	E	Control
CRESCAT CAPITAL LLC	DE	MANAGING MEMBER	E	Control
CRESCAT CAPITAL LLC	DE	MANAGING MEMBER	E	Control
HOSKINS, DANIEL, HOLLIDAY	I	MANAGING PARTNER AND CHIEF OPERATING OFFICER	C	Control
HOSKINS, DANIEL, HOLLIDAY	I	MANAGING PARTNER AND CHIEF OPERATING OFFICER	C	Control
SMITH, KEVIN, CLARK	I	MANAGING PARTNER AND CHIEF INVESTMENT OFFICER	C	Control
SMITH, KEVIN, CLARK	I	MANAGING PARTNER AND CHIEF INVESTMENT OFFICER	C	Control
BOOKER, CLAIBORNE, BROGDEN	I	MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER	B	Control
BOOKER, CLAIBORNE, BROGDEN	I	MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER	B	Control
SMITH, LINDA, CARLEU	I	COO	A	Control
SMITH, LINDA, CARLEU	I	COO	A	Control
SMITH, LINDA, CARLEU	I	COO	A	Control
SMITH, LINDA, CARLEU	I	COO	A	Control
SMITH, LINDA, CARLEU	I	COO	A	Control
SMITH, LINDA, CARLEU	I	COO	A	Control
SMITH, LINDA, CARLEU	I	COO AND CCO	A	Control
SMITH, LINDA, CARLEU	I	COO	A	Control
SMITH, LINDA, CARLEU	I	COO	A	Control
SMITH, LINDA, CARLEU	I	COO AND CCO	A	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
MCKISSICK, MARK, ROBERT	I	CRESCAT CAPITAL LLC	F
MCKISSICK, MARK, ROBERT	I	CRESCAT PORTFOLIO MANAGEMENT LLC	F
MCKISSICK, MARK, ROBERT	I	CRESCAT PORTFOLIO MANAGEMENT LLC	F
MCKISSICK, MARK, ROBERT	I	CRESCAT CAPITAL LLC	F
MCKISSICK, MARK, ROBERT	I	CRESCAT CAPITAL LLC	F
QUADRIVIUM PARTNERS LLC	DE	CRESCAT CAPITAL LLC	F	Control
QUADRIVIUM PARTNERS LLC	DE	CRESCAT CAPITAL LLC	F	Control
QUADRIVIUM PARTNERS LLC	DE	CRESCAT CAPITAL LLC	F	Control
BOOKER, CLAIBORNE, BROGDEN	I	QUADRIVIUM PARTNERS LLC	E	Control
BOOKER, CLAIBORNE, BROGDEN	I	QUADRIVIUM PARTNERS LLC	E	Control
BOOKER, CLAIBORNE, BROGDEN	I	QUADRIVIUM PARTNERS LLC	E	Control
HOSKINS, DANIEL, HOLLIDAY	I	VALUE GROWTH CONSULTING LLC	E	Control
HOSKINS, DANIEL, HOLLIDAY	I	VALUE GROWTH CONSULTING LLC	E	Control
HOSKINS, DANIEL, HOLLIDAY	I	VALUE GROWTH CONSULTING LLC	E	Control
HOSKINS, DANIEL, HOLLIDAY	I	CRESCAT CAPITAL LLC	E	Control
SMITH, KEVIN, CLARK	I	CREDO CAPITAL CORP.	E	Control
SMITH, KEVIN, CLARK	I	CREDO CAPITAL CORP.	E	Control
SMITH, KEVIN, CLARK	I	CREDO CAPITAL CORP.	E	Control
SMITH, KEVIN, CLARK	I	CREDO CAPITAL CORP.	E	Control
SMITH, KEVIN, CLARK	I	CREDO CAPITAL CORP.	E	Control
SMITH, KEVIN, CLARK	I	CRESCAT CAPITAL LLC	E	Control
SMITH, KEVIN, CLARK	I	CRESCAT CAPITAL LLC	E	Control
SMITH, KEVIN, CLARK	I	CRESCAT CAPITAL LLC	E	Control
SMITH, KEVIN, CLARK	I	CRESCAT CAPITAL LLC	E	Control
SMITH, KEVIN, CLARK	I	CRESCAT CAPITAL LLC	E	Control
SMITH, KEVIN, CLARK	I	CRESCAT CAPITAL LLC	E	Control
SMITH, KEVIN, CLARK	I	CRESCAT CAPITAL LLC	E	Control
SMITH, KEVIN, CLARK	I	CRESCAT CAPITAL LLC	E	Control
SMITH, KEVIN, CLARK	I	CRESCAT CAPITAL LLC	E	Control
SMITH, KEVIN, CLARK	I	CRESCAT CAPITAL LLC	E	Control
SMITH, KEVIN, CLARK	I	CRESCAT CAPITAL LLC	E	Control
SMITH, KEVIN, CLARK	I	CRESCAT CAPITAL LLC	E	Control
SMITH, KEVIN, CLARK	I	CRESCAT CAPITAL LLC	E	Control
SMITH, KEVIN, CLARK	I	CRESCAT CAPITAL LLC	E	Control
SMITH, KEVIN, CLARK	I	CRESCAT CAPITAL LLC	E	Control
SMITH, KEVIN, CLARK	I	CRESCAT CAPITAL LLC	E	Control
SMITH, KEVIN, CLARK	I	CRESCAT CAPITAL LLC	E	Control
SMITH, KEVIN, CLARK	I	CRESCAT CAPITAL LLC	E	Control
SMITH, KEVIN, CLARK	I	CRESCAT CAPITAL LLC	E	Control
SMITH, KEVIN, CLARK	I	CRESCAT CAPITAL LLC	E	Control
SMITH, KEVIN, CLARK	I	CRESCAT CAPITAL LLC	E	Control
SMITH, KEVIN, CLARK	I	CRESCAT CAPITAL LLC	E	Control
SMITH, KEVIN, CLARK	I	CRESCAT CAPITAL LLC	E	Control
SMITH, KEVIN, CLARK	I	CRESCAT CAPITAL LLC	E	Control
SMITH, KEVIN, CLARK	I	CRESCAT CAPITAL LLC	E	Control
SMITH, KEVIN, CLARK	I	CRESCAT CAPITAL LLC	E	Control
SMITH, KEVIN, CLARK	I	CRESCAT CAPITAL LLC	E	Control
SMITH, KEVIN, CLARK	I	CRESCAT CAPITAL LLC	E	Control
SMITH, KEVIN, CLARK	I	CRESCAT CAPITAL LLC	E	Control
SMITH, KEVIN, CLARK	I	CRESCAT CAPITAL LLC	E	Control
SMITH, KEVIN, CLARK	I	CRESCAT CAPITAL LLC	E	Control
SMITH, KEVIN, CLARK	I	CRESCAT CAPITAL LLC	E	Control
SMITH, KEVIN, CLARK	I	CRESCAT CAPITAL LLC	E	Control
SMITH, KEVIN, CLARK	I	CRESCAT CAPITAL LLC	E	Control
CREDO CAPITAL CORP.	DE	CRESCAT CAPITAL LLC	C	Control
CREDO CAPITAL CORP.	DE	CRESCAT CAPITAL LLC	C	Control
CREDO CAPITAL CORP.	DE	CRESCAT CAPITAL LLC	C	Control
CREDO CAPITAL CORP.	DE	CRESCAT CAPITAL LLC	C	Control
CREDO CAPITAL CORP.	DE	CRESCAT CAPITAL LLC	C	Control
HOSKINS, DANIEL, HOLLIDAY	I	CRESCAT CAPITAL LLC	C	Control
HOSKINS, DANIEL, HOLLIDAY	I	CRESCAT CAPITAL LLC	C	Control
VALUE GROWTH CONSULTING LLC	DE	CRESCAT CAPITAL LLC	C	Control
VALUE GROWTH CONSULTING LLC	DE	CRESCAT CAPITAL LLC	C	Control
VALUE GROWTH CONSULTING LLC	DE	CRESCAT CAPITAL LLC	C	Control

Registrations

Federal

Mar 24, 2025 REGISTERED

Notice Filings (8)

AZ CA CO IL NH NY TX WA

Address

44 COOK STREET
SUITE 100
DENVER, CO 80206
United States

Phone: 303-271-9997