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CRESCAT PORTFOLIO MANAGEMENT LLC

DENVER, CO · CRD 139620 · IAPD ↗ · crescat.net · 303-271-9997

$536.1MRegulatory AUM
6Advisory reps
10Employees
0Clients
0Planning clients
5Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — CRESCAT PORTFOLIO MANAGEMENT LLC crossed $500M in regulatory AUM ($223.8M -> $536.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.