RIA Intelligence

CRECERA FINANCE MANAGEMENT COMPANY, LLC

CRD #160764 SEC #802-118635 MILL VALLEY, CA 415-845-8447
State Registered Exempt Reporting Private Funds
Total AUM
$146.4M
Discretionary
$146.4M
Employees
2
Clients
--
Accounts
5

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 31, 2020
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
KLEIN, ROBERT, SCOTTIFOUNDER/PRESIDENTE Control
KLEIN, ROBERT, SCOTTIFOUNDER/PRESIDENTE Control
KLEIN, ROBERT, SCOTTIFOUNDER/PRESIDENTE Control
KLEIN, ROBERT, SCOTTIFOUNDER/PRESIDENTE Control
KLEIN, ROBERT, SCOTTIFOUNDER/PRESIDENTE Control
KLEIN, ROBERT, SCOTTIFOUNDER/PRESIDENTE Control
KLEIN, ROBERT, SCOTTIFOUNDER/PRESIDENTE Control
KLEIN, ROBERT, SCOTTIFOUNDER/PRESIDENT/CCOE Control
KLEIN, ROBERT, SCOTTIFOUNDER/PRESIDENT/CCOE Control
KLEIN, ROBERT, SCOTTIFOUNDER/PRESIDENTC Control
PRUSKY, JAMES, F.IHEAD OF BUSINESS DEVELOPMENT/CCOC Control
SANDOVAL, OSWALDOIMANAGING DIRECTORC Control
SANDOVAL, OSWALDOIMANAGING DIRECTORB Control
SANDOVAL, OSWALDOIMANAGING DIRECTORB Control
SANDOVAL, OSWALDOIMANAGING DIRECTORB Control
SANDOVAL, OSWALDOIMANAGING DIRECTORB Control
SANDOVAL, OSWALDOIMANAGING DIRECTORB Control
SANDOVAL, OSWALDOIMANAGING DIRECTORB Control
SANDOVAL, OSWALDOIMANAGING DIRECTORB Control
PRUSKY, JAMES, F.IHEAD OF BUSINESS DEVELOPMENT/CCOA Control
PRUSKY, JAMES, F.IHEAD OF BUSINESS DEVELOPMENT/CCOA Control
PRUSKY, JAMES, F.IHEAD OF BUSINESS DEVELOPMENT/CCOA Control
PRUSKY, JAMES, F.IHEAD OF BUSINESS DEVELOPMENT/CCOA Control
PRUSKY, JAMES, F.IHEAD OF BUSINESS DEVELOPMENT/CCOA Control
PRUSKY, JAMES, F.IHEAD OF BUSINESS DEVELOPMENT/CCOA Control
PRUSKY, JAMES, F.IHEAD OF BUSINESS DEVELOPMENT/CCOA Control

Registrations

Federal

ERA
Mar 31, 2020 REGISTERED

Address

9 VISTA REAL
MILL VALLEY, CA 94941
United States
Phone: 415-845-8447