Cropsey Asset Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$47,372,552
Clients
9
67% 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
9
Very LowAverage account size
$5,263,617
About
Cropsey Asset Management, LLC is a state-registered, single-advisor investment adviser that provides discretionary portfolio management to individuals, trusts, estates and charitable organizations. As of February 28, 2026 the firm managed roughly $47.4 million on behalf of nine clients and, like many independent advisers, charges percentage-of-AUM fees for its services.
The firm establishes client risk profiles through a proprietary questionnaire and tailors portfolios accordingly, typically allocating among individual equities, ETFs and a notable allocation to closed-end funds. CAM combines fundamental and technical analysis and may pursue strategies such as value, growth, GARP, deep value, contrarian, behavioral and dividend-reinvestment approaches, and—when authorized by clients—may employ margin or invest in leveraged closed-end funds.
Noteworthy features relative to peers include a highly concentrated client base (few accounts represent substantial assets) and an explicit emphasis on closed-end funds, including discussion of leverage and managed-distribution policies as part of its investment framework. The principal conducts account monitoring and periodic reviews, the firm maintains formal proxy voting policies and a Proxy Voting Committee, and it discloses receipt of software, trading support and other benefits from Interactive Brokers that could present a custodial conflict of interest.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
0.40% to 1.00% annually
Main office location
Cropsey Asset Management, LLC
Ridgefield CT, United States
Number of offices
1
Most active in
Cropsey Asset Management, LLC has reported serving >5 clients in these states in the last 12 months.
Connecticut
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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