KC
Kevin Clark Smith
CRD 2270325
Firms
| Firm | Role | As of |
|---|---|---|
| Crescat Portfolio Management Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Crescat Portfolio Management Llc
Managing Member And Cio · Less than 5% · Nov 2024
-
Crescat Portfolio Management Llc
Managing Member And Chief Investment Officer · 75% or more · Nov 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗