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Kevin Clark Smith

Crescat Portfolio Management LLC

Denver, CO

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Current Employers
Crescat Portfolio Management Llc

44 Cook Street Suite 100, Denver, CO 80206 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-01-04
TX RA APPROVED_RES 2021-05-01
  • CO RA
    APPROVED
    Since 2026-01-04
  • TX RA
    APPROVED_RES
    Since 2021-05-01

Branch Locations

44 Cook Street Suite 100, Denver, CO 80206 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Crescat Portfolio Management Llc Denver CO 01/2006 Present
Previous Registrations
  • 2002-11-11 → 2008-04-16
    Smith Portfolio Management Llc
    Golden, CO
  • 1999-01-01 → 2002-12-31
    Blake Street Advisors Llc
    Denver, CO
  • 2000-03-21 → 2002-12-31
    Blake Street Bcm Management Llc
    Denver, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-10-16
S63 Uniform Securities Agent State Law Examination 1992-10-12
  • S65 Uniform Investment Adviser Law Examination
    1992-10-16
  • S63 Uniform Securities Agent State Law Examination
    1992-10-12

View on SEC IAPD

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