AUMdb

Crito Capital Llc

State-registered Broker-Dealer (Dually Registered) CRD 161724 · Westport, CT · critocapital.com
☆ Save with Pro ADV data as of Feb 05, 2024
Regulatory AUM
Discretionary
Clients
1
Avg AUM / client
Accounts
Employees
2

Who they serve

Client typeClientsAUM% of AUM
Corporations and other businesses 1 $0

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 02/05/2024 994 KB 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

  • Fixed fees

Services

  • Portfolio management for individuals/small businesses
  • Selection of other advisers
  • Other services

Custody

Firm reports having custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 05, 2024.

View current Form ADV (SEC/IAPD) ↗