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Linda Carleu Smith

Crescat Portfolio Management LLC

Denver, CO

CRD 2424185

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Employer firm

Crescat Portfolio Management LLC CRD 139620

$536M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

From the firm’s Form ADV. Read the guides:

Current Employers
Crescat Portfolio Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-05-01
CO RA APPROVED 2015-11-09
  • TX RA
    APPROVED_RES
    Since 2021-05-01
  • CO RA
    APPROVED
    Since 2015-11-09

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 Managment Llc Denver CO 03/2006 Present
  • 03/2006 → Present
    Crescat Portfolio Managment Llc
    Denver, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-08-06
S63 Uniform Securities Agent State Law Examination 1994-01-03
  • S65 Uniform Investment Adviser Law Examination
    2015-08-06
  • S63 Uniform Securities Agent State Law Examination
    1994-01-03
Other Names
  • Linda Carleu

View on SEC IAPD

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Nearby Offices

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