Overview
Assets Under Management: $91 million
Headquarters: STAMFORD, CT
High-Net-Worth Clients: 2
Average Client Assets: $9.2 million
Frequently Asked Questions
CRUISER CAPITAL ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #168739), CRUISER CAPITAL ADVISORS, LLC is subject to fiduciary duty under federal law.
CRUISER CAPITAL ADVISORS, LLC is headquartered in STAMFORD, CT.
CRUISER CAPITAL ADVISORS, LLC serves 2 high-net-worth clients according to their SEC filing dated March 28, 2024. View client details ↓
According to their SEC Form ADV, CRUISER CAPITAL ADVISORS, LLC offers portfolio management for individuals and portfolio management for pooled investment vehicles. View all service details ↓
CRUISER CAPITAL ADVISORS, LLC manages $91 million in client assets according to their SEC filing dated March 28, 2024.
According to their SEC Form ADV, CRUISER CAPITAL ADVISORS, LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 20.17%
Average Client Assets: $9.2 million
Total Client Accounts: 9
Discretionary Accounts: 9
Regulatory Filings
CRD Number: 168739
Filing ID: 1821964
Last Filing Date: 2024-03-28 16:36:00