CRESAP, INC.
CRD #25899 SEC #801-79750 RADNOR, PA 610-341-1320
SEC Registered Broker-Dealer
Total AUM
$339M
Discretionary
$13.8M
Employees
18
Clients
0
Accounts
595
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $339M | $13.8M | $325.2M | 18 | 0 |
| Feb 2024 | $389.3M | $80.5M | $308.8M | 19 | 0 |
| Mar 2023 | $350.8M | $75.5M | $275.2M | 19 | 0 |
| Mar 2022 | $312M | $5.3M | $306.7M | 20 | 0 |
| Dec 2021 | $293.7M | $8.1M | $285.5M | 21 | 8 |
| Apr 2021 | $293.7M | $8.1M | $285.5M | 21 | 8 |
| Jun 2020 | $222.8M | $208.2M | $14.6M | 21 | 8 |
| May 2020 | $222.8M | $208.2M | $14.6M | 21 | 8 |
| Mar 2019 | $218.9M | $12.6M | $206.3M | 21 | 8 |
| Mar 2018 | $209.1M | $10.2M | $198.9M | 23 | 8 |
| Feb 2017 | $156.3M | $9.6M | $146.7M | 35 | 380 |
| Mar 2016 | $120M | $9M | $111M | 35 | 340 |
| Mar 2015 | $131.2M | $10.5M | $120.8M | 40 | 180 |
| May 2014 | $120.4M | $8.9M | $111.5M | 35 | 180 |
DateMar 2025
Total AUM$339M
Discretionary$13.8M
Non-Disc.$325.2M
Employees18
Clients0
DateFeb 2024
Total AUM$389.3M
Discretionary$80.5M
Non-Disc.$308.8M
Employees19
Clients0
DateMar 2023
Total AUM$350.8M
Discretionary$75.5M
Non-Disc.$275.2M
Employees19
Clients0
DateMar 2022
Total AUM$312M
Discretionary$5.3M
Non-Disc.$306.7M
Employees20
Clients0
DateDec 2021
Total AUM$293.7M
Discretionary$8.1M
Non-Disc.$285.5M
Employees21
Clients8
DateApr 2021
Total AUM$293.7M
Discretionary$8.1M
Non-Disc.$285.5M
Employees21
Clients8
DateJun 2020
Total AUM$222.8M
Discretionary$208.2M
Non-Disc.$14.6M
Employees21
Clients8
DateMay 2020
Total AUM$222.8M
Discretionary$208.2M
Non-Disc.$14.6M
Employees21
Clients8
DateMar 2019
Total AUM$218.9M
Discretionary$12.6M
Non-Disc.$206.3M
Employees21
Clients8
DateMar 2018
Total AUM$209.1M
Discretionary$10.2M
Non-Disc.$198.9M
Employees23
Clients8
DateFeb 2017
Total AUM$156.3M
Discretionary$9.6M
Non-Disc.$146.7M
Employees35
Clients380
DateMar 2016
Total AUM$120M
Discretionary$9M
Non-Disc.$111M
Employees35
Clients340
DateMar 2015
Total AUM$131.2M
Discretionary$10.5M
Non-Disc.$120.8M
Employees40
Clients180
DateMay 2014
Total AUM$120.4M
Discretionary$8.9M
Non-Disc.$111.5M
Employees35
Clients180