Crenshaw Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,100
Clients
1
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
1
Very LowAverage account size
$3,100
About
Crenshaw Capital Management provides investment advisory and portfolio management services to individual clients and reports charging percentage-of-AUM fees, as described in its Form ADV. The firm’s ADV also lists institutional clients among its client types, indicating it serves both individual and institutional mandates.
The Form ADV (notably Items 8 and 13) describes the firm’s methods of analysis, investment strategies, and account review procedures that support ongoing portfolio management. The brochure also addresses custody, account discretion and related operational matters in Items 15, 16 and 17, indicating established processes for managing client accounts.
What is distinctive is the firm’s small reported footprint — approximately $3,100 in regulatory assets under management and a single client — combined with an offering of portfolio management services for institutional clients, an uncommon mix among independent advisers. The ADV’s inclusion of institutional client services and the firm’s coverage of institutional-focused compliance and administration topics set it apart from peers of similar size.
Client services
Financial planning
Portfolio management
Main office location
Crenshaw Capital Management
2121 Avenue Of The Stars, Suite 800 Pmb 8064
Los Angeles CA 90067, United States
Number of offices
1
Most active in
Crenshaw Capital Management has reported serving >5 clients in these states in the last 12 months.
California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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