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Marek Iwahashi

Crescat Portfolio Management LLC

Denver, CO

Northglenn, 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 2024-01-29
TX RA APPROVED 2024-01-29
  • CO RA
    APPROVED
    Since 2024-01-29
  • TX RA
    APPROVED
    Since 2024-01-29

Branch Locations

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

Northglenn, CO • 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
Broadridge Financial Solutions Denver CO 01/2017 04/2020
Crescat Portfolio Management Llc Denver CO 04/2020 Present
Tcf Bank Denver CO 06/2014 05/2018
  • 01/2017 → 04/2020
    Broadridge Financial Solutions
    Denver, CO
  • 04/2020 → Present
    Crescat Portfolio Management Llc
    Denver, CO
  • 06/2014 → 05/2018
    Tcf Bank
    Denver, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-31
  • S65 Uniform Investment Adviser Law Examination
    2023-08-31

View on SEC IAPD

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