AUMdb

Crawford Fund Management, Llc

SEC-registered Private Fund Manager · Small ($100M–$1B) CRD 158659 · SEC file 801-125023 · Boston, MA · WWW.CRAWFORDFUNDS.COM
☆ Save with Pro ADV data as of Mar 26, 2026
Regulatory AUM
$356M
Discretionary
$356M
Clients
3
Avg AUM / client
$119M
Accounts
5
Employees
4

AUM over time

$107M $356M
Apr 14, 2022 Mar 26, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 26, 2026

Investments (13F portfolio — 181 positions, $519,731,489)

13F period Mar 31, 2026
#IssuerClassValueShares% of 13F% of AUM
1 Uber Technologies Inc COM $21,094,480 293,264 4.06% 5.92%
2 Roku Inc COM CL A $19,188,935 202,800 3.69% 5.39%
3 Morningstar Inc COM $15,079,260 89,200 2.9% 4.23%
4 Wisdomtree Inc COM $14,936,143 1,025,834 2.87% 4.19%
5 Booz Allen Hamilton Hldg Cor CL A $14,818,756 189,911 2.85% 4.16%
6 Xpel Inc COM $14,696,577 332,051 2.83% 4.13%
7 Crocs Inc COM $14,654,110 176,513 2.82% 4.12%
8 Customers Bancorp Inc COM $14,142,287 203,750 2.72% 3.97%
9 Toast Inc CL A $13,886,892 523,836 2.67% 3.9%
10 Cheniere Energy Inc COM NEW $13,065,729 46,045 2.51% 3.67%
11 Seabridge Gold Inc COM $12,320,617 434,743 2.37% 3.46%
12 Nexstar Media Group Inc COMMON STOCK $11,192,112 61,893 2.15% 3.14%
13 Bank Of N T Butterfield & So SHS NEW $10,884,562 207,404 2.09% 3.06%
14 Green Brick Partners Inc COM $10,099,315 156,700 1.94% 2.84%
15 Kaspi Kz Jsc SPONSORED ADS $10,031,227 135,429 1.93% 2.82%
16 Cdw Corp COM $9,978,341 82,452 1.92% 2.8%
17 Homebancorp Inc COM $9,781,186 161,459 1.88% 2.75%
18 Boston Beer Inc CL A $9,073,382 39,381 1.75% 2.55%
19 United Therapeutics Corp Del COM $8,816,427 14,868 1.7% 2.48%
20 Airbnb Inc COM CL A $8,485,006 67,192 1.63% 2.38%
21 Bloom Energy Corp COM CL A $8,264,890 61,000 1.59% 2.32%
22 Chemed Corp New COM $8,055,306 21,325 1.55% 2.26%
23 Moderna Inc COM $8,036,560 158,200 1.55% 2.26%
24 Unitedhealth Group Inc COM $7,305,930 27,000 1.41% 2.05%
25 Houlihan Lokey Inc CL A $7,257,261 50,531 1.4% 2.04%

Top 25 of 181 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 3 $227M 63.6%
State or municipal government entities Fewer than 5 clients $130M 36.4%
Other Fewer than 5 clients

Private funds (1)

Reported in Form ADV Section 7.B.(1), filing of Jan 2024 · $55.7M combined gross assets

FundTypeDomicileGross assetsOwners
Crawford Capital Partners, Lp Hedge Fund Delaware $55.7M 39

People (3)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Christopher Leigh Crawford Managing Member Jun 2009 (17y) 50% – 75%
Jonathan Richard Saunders Managing Member, Cco Jun 2009 (17y) 5% – 10%
Scott Ludwig Utzinger Managing Member Oct 2012 (14y) 25% – 50%

Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (1, $55.7M gross assets)

FundTypeGross assetsMin. investmentOwners
Crawford Capital Partners, Lp Hedge Fund $55.7M $500K 39

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/26/2026 1.25 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Fixed fees
  • Performance-based fees

Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses/institutional clients
  • Other services

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports it does not have custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.

View current Form ADV (SEC/IAPD) ↗