CROWN CAPITAL SECURITIES, L.P.
CRD #6312 SEC #801-57663 ORANGE, CA 714-547-9481
SEC Registered Broker-Dealer Disclosures
Total AUM
$1.2B
Discretionary
$144.9M
Employees
164
Clients
251
Accounts
5,654
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2023 | $1.2B | $144.9M | $1.1B | 164 | 150 |
| Aug 2022 | $1.4B | $212.1M | $1.2B | 170 | 150 |
| Mar 2022 | $1.4B | $212.1M | $1.2B | 170 | 150 |
| Jan 2022 | $1.2B | $93.7M | $1.1B | 182 | 100 |
| Jul 2021 | $1.2B | $93.7M | $1.1B | 182 | 100 |
| Mar 2021 | $1.2B | $93.7M | $1.1B | 182 | 100 |
| Feb 2021 | $909.3M | $61.1M | $848.2M | 175 | 100 |
| Jun 2020 | $909.3M | $61.1M | $848.2M | 175 | 100 |
| May 2020 | $909.3M | $61.1M | $848.2M | 175 | 100 |
| Jul 2019 | $816.3M | $47.3M | $769M | 27 | 100 |
| Jul 2019 | $816.3M | $47.3M | $769M | 27 | 100 |
| Mar 2019 | $816.3M | $47.3M | $769M | 27 | 100 |
| Feb 2019 | $696.5M | $40.5M | $656M | 25 | 100 |
| Mar 2018 | $696.5M | $40.5M | $656M | 25 | 100 |
| Jun 2017 | $745.4M | $24.6M | $720.7M | 25 | 1,000 |
| Mar 2017 | $745.4M | $24.6M | $720.7M | 25 | 1,000 |
| Mar 2016 | $562.2M | $24.5M | $537.7M | 25 | 1,000 |
| Aug 2015 | $564.7M | $29.8M | $534.9M | 25 | 1,000 |
| Mar 2015 | $564.7M | $29.8M | $534.9M | 25 | 1,000 |
| Mar 2014 | $543.5M | $15.6M | $527.9M | 25 | 1,000 |
| Oct 2013 | $517.7M | $30.3M | $487.4M | 25 | 1,000 |
| Aug 2013 | $517.7M | $30.3M | $487.4M | 25 | 1,000 |
| Jul 2013 | $517.7M | $30.3M | $487.4M | 25 | 1,000 |
| Mar 2013 | $517.7M | $30.3M | $487.4M | 25 | 1,000 |
| Mar 2013 | $415.6M | $22.7M | $392.8M | 25 | 1,000 |
| Dec 2012 | $415.6M | $22.7M | $392.8M | 25 | 1,000 |
| Nov 2012 | $415.6M | $22.7M | $392.8M | 25 | 1,000 |
| Oct 2012 | $415.6M | $22.7M | $392.8M | 11 | 1,000 |
| Oct 2012 | $415.6M | $22.7M | $392.8M | 11 | 1,000 |
| Aug 2012 | $415.6M | $22.7M | $392.8M | 11 | 1,000 |
| May 2012 | $415.6M | $22.7M | $392.8M | 11 | 1,000 |
| Mar 2012 | $415.6M | $22.7M | $392.8M | 11 | 1,000 |
| Dec 2011 | $374.7M | $21.5M | $353.2M | 11 | 500 |
| Mar 2011 | $374.7M | $21.5M | $353.2M | -- | -- |
| Mar 2010 | $265.7M | $10.7M | $255M | -- | -- |
| Apr 2009 | $210.8M | $3.1M | $207.7M | -- | -- |
| Mar 2007 | $319.6M | $6.9M | $312.7M | -- | -- |
| Feb 2006 | $139.5M | $5.3M | $134.2M | -- | -- |
| Feb 2005 | $63.9M | $0 | $63.9M | -- | -- |
| Jan 2005 | $63.9M | $0 | $63.9M | -- | -- |
| Mar 2004 | $63.9M | $0 | $63.9M | -- | -- |
| Jan 2004 | $40.4M | $0 | $40.4M | -- | -- |
| Oct 2003 | $40.4M | $0 | $40.4M | -- | -- |
| Mar 2002 | $40.4M | $0 | $40.4M | -- | -- |
| Oct 2001 | $38.7M | $0 | $38.7M | -- | -- |
| Jun 2001 | $38.7M | $0 | $38.7M | -- | -- |
DateApr 2023
Total AUM$1.2B
Discretionary$144.9M
Non-Disc.$1.1B
Employees164
Clients150
DateAug 2022
Total AUM$1.4B
Discretionary$212.1M
Non-Disc.$1.2B
Employees170
Clients150
DateMar 2022
Total AUM$1.4B
Discretionary$212.1M
Non-Disc.$1.2B
Employees170
Clients150
DateJan 2022
Total AUM$1.2B
Discretionary$93.7M
Non-Disc.$1.1B
Employees182
Clients100
DateJul 2021
Total AUM$1.2B
Discretionary$93.7M
Non-Disc.$1.1B
Employees182
Clients100
DateMar 2021
Total AUM$1.2B
Discretionary$93.7M
Non-Disc.$1.1B
Employees182
Clients100
DateFeb 2021
Total AUM$909.3M
Discretionary$61.1M
Non-Disc.$848.2M
Employees175
Clients100
DateJun 2020
Total AUM$909.3M
Discretionary$61.1M
Non-Disc.$848.2M
Employees175
Clients100
DateMay 2020
Total AUM$909.3M
Discretionary$61.1M
Non-Disc.$848.2M
Employees175
Clients100
DateJul 2019
Total AUM$816.3M
Discretionary$47.3M
Non-Disc.$769M
Employees27
Clients100
DateJul 2019
Total AUM$816.3M
Discretionary$47.3M
Non-Disc.$769M
Employees27
Clients100
DateMar 2019
Total AUM$816.3M
Discretionary$47.3M
Non-Disc.$769M
Employees27
Clients100
DateFeb 2019
Total AUM$696.5M
Discretionary$40.5M
Non-Disc.$656M
Employees25
Clients100
DateMar 2018
Total AUM$696.5M
Discretionary$40.5M
Non-Disc.$656M
Employees25
Clients100
DateJun 2017
Total AUM$745.4M
Discretionary$24.6M
Non-Disc.$720.7M
Employees25
Clients1,000
DateMar 2017
Total AUM$745.4M
Discretionary$24.6M
Non-Disc.$720.7M
Employees25
Clients1,000
DateMar 2016
Total AUM$562.2M
Discretionary$24.5M
Non-Disc.$537.7M
Employees25
Clients1,000
DateAug 2015
Total AUM$564.7M
Discretionary$29.8M
Non-Disc.$534.9M
Employees25
Clients1,000
DateMar 2015
Total AUM$564.7M
Discretionary$29.8M
Non-Disc.$534.9M
Employees25
Clients1,000
DateMar 2014
Total AUM$543.5M
Discretionary$15.6M
Non-Disc.$527.9M
Employees25
Clients1,000
DateOct 2013
Total AUM$517.7M
Discretionary$30.3M
Non-Disc.$487.4M
Employees25
Clients1,000
DateAug 2013
Total AUM$517.7M
Discretionary$30.3M
Non-Disc.$487.4M
Employees25
Clients1,000
DateJul 2013
Total AUM$517.7M
Discretionary$30.3M
Non-Disc.$487.4M
Employees25
Clients1,000
DateMar 2013
Total AUM$517.7M
Discretionary$30.3M
Non-Disc.$487.4M
Employees25
Clients1,000
DateMar 2013
Total AUM$415.6M
Discretionary$22.7M
Non-Disc.$392.8M
Employees25
Clients1,000
DateDec 2012
Total AUM$415.6M
Discretionary$22.7M
Non-Disc.$392.8M
Employees25
Clients1,000
DateNov 2012
Total AUM$415.6M
Discretionary$22.7M
Non-Disc.$392.8M
Employees25
Clients1,000
DateOct 2012
Total AUM$415.6M
Discretionary$22.7M
Non-Disc.$392.8M
Employees11
Clients1,000
DateOct 2012
Total AUM$415.6M
Discretionary$22.7M
Non-Disc.$392.8M
Employees11
Clients1,000
DateAug 2012
Total AUM$415.6M
Discretionary$22.7M
Non-Disc.$392.8M
Employees11
Clients1,000
DateMay 2012
Total AUM$415.6M
Discretionary$22.7M
Non-Disc.$392.8M
Employees11
Clients1,000
DateMar 2012
Total AUM$415.6M
Discretionary$22.7M
Non-Disc.$392.8M
Employees11
Clients1,000
DateDec 2011
Total AUM$374.7M
Discretionary$21.5M
Non-Disc.$353.2M
Employees11
Clients500
DateMar 2011
Total AUM$374.7M
Discretionary$21.5M
Non-Disc.$353.2M
Employees--
Clients--
DateMar 2010
Total AUM$265.7M
Discretionary$10.7M
Non-Disc.$255M
Employees--
Clients--
DateApr 2009
Total AUM$210.8M
Discretionary$3.1M
Non-Disc.$207.7M
Employees--
Clients--
DateMar 2007
Total AUM$319.6M
Discretionary$6.9M
Non-Disc.$312.7M
Employees--
Clients--
DateFeb 2006
Total AUM$139.5M
Discretionary$5.3M
Non-Disc.$134.2M
Employees--
Clients--
DateFeb 2005
Total AUM$63.9M
Discretionary$0
Non-Disc.$63.9M
Employees--
Clients--
DateJan 2005
Total AUM$63.9M
Discretionary$0
Non-Disc.$63.9M
Employees--
Clients--
DateMar 2004
Total AUM$63.9M
Discretionary$0
Non-Disc.$63.9M
Employees--
Clients--
DateJan 2004
Total AUM$40.4M
Discretionary$0
Non-Disc.$40.4M
Employees--
Clients--
DateOct 2003
Total AUM$40.4M
Discretionary$0
Non-Disc.$40.4M
Employees--
Clients--
DateMar 2002
Total AUM$40.4M
Discretionary$0
Non-Disc.$40.4M
Employees--
Clients--
DateOct 2001
Total AUM$38.7M
Discretionary$0
Non-Disc.$38.7M
Employees--
Clients--
DateJun 2001
Total AUM$38.7M
Discretionary$0
Non-Disc.$38.7M
Employees--
Clients--