CROAK ASSET MANAGEMENT, LLC
Legal name: CROAK CAPITAL
CRD #297666 SEC #801-126464 TOLEDO, OH 419-464-7000
SEC Registered
Total AUM
$300.2M
Discretionary
$297.8M
Employees
6
Clients
0
Accounts
2,027
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $300.2M | $297.8M | $2.4M | 6 | 0 |
| Sep 2025 | $300.2M | $297.8M | $2.4M | 6 | 0 |
| Mar 2025 | $300.2M | $297.8M | $2.4M | 6 | 0 |
| Jan 2025 | $213.1M | $212.6M | $526.5K | 7 | 0 |
| Sep 2024 | $213.1M | $212.6M | $526.5K | 7 | 0 |
| Mar 2024 | $213.1M | $212.6M | $526.5K | 7 | 0 |
| Dec 2023 | $142.9M | $142.8M | $137.6K | 4 | 0 |
| Oct 2023 | $142.9M | $142.8M | $137.6K | 4 | 0 |
| Jul 2023 | $142.9M | $142.8M | $137.6K | 4 | 0 |
| May 2023 | $142.9M | $142.8M | $137.6K | 4 | 0 |
| Mar 2023 | $142.9M | $142.8M | $137.6K | 4 | 0 |
| Jul 2022 | $121.8M | $121.8M | $0 | 6 | 0 |
DateSep 2025
Total AUM$300.2M
Discretionary$297.8M
Non-Disc.$2.4M
Employees6
Clients0
DateSep 2025
Total AUM$300.2M
Discretionary$297.8M
Non-Disc.$2.4M
Employees6
Clients0
DateMar 2025
Total AUM$300.2M
Discretionary$297.8M
Non-Disc.$2.4M
Employees6
Clients0
DateJan 2025
Total AUM$213.1M
Discretionary$212.6M
Non-Disc.$526.5K
Employees7
Clients0
DateSep 2024
Total AUM$213.1M
Discretionary$212.6M
Non-Disc.$526.5K
Employees7
Clients0
DateMar 2024
Total AUM$213.1M
Discretionary$212.6M
Non-Disc.$526.5K
Employees7
Clients0
DateDec 2023
Total AUM$142.9M
Discretionary$142.8M
Non-Disc.$137.6K
Employees4
Clients0
DateOct 2023
Total AUM$142.9M
Discretionary$142.8M
Non-Disc.$137.6K
Employees4
Clients0
DateJul 2023
Total AUM$142.9M
Discretionary$142.8M
Non-Disc.$137.6K
Employees4
Clients0
DateMay 2023
Total AUM$142.9M
Discretionary$142.8M
Non-Disc.$137.6K
Employees4
Clients0
DateMar 2023
Total AUM$142.9M
Discretionary$142.8M
Non-Disc.$137.6K
Employees4
Clients0
DateJul 2022
Total AUM$121.8M
Discretionary$121.8M
Non-Disc.$0
Employees6
Clients0