# CRESCAT PORTFOLIO MANAGEMENT LLC

CRESCAT PORTFOLIO MANAGEMENT LLC of DENVER, CO is an SEC-registered investment adviser.

## Registration

- CRD: 139620
- Type: SEC-registered investment adviser
- SEC file number: 801-69008
- Location: 44 COOK STREET, SUITE 100, DENVER, CO, 80206
- Phone: 303-271-9997
- Latest filing: 2026-03-27
- Regulatory AUM: $536.1M
- Discretionary AUM: $536.1M
- Clients: 10
- Accounts: 119

## Business model

- Compensation: % of AUM, Performance
- Clients served: High net worth, Investment cos

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| Kevin Clark Smith | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER; MANAGING MEMBER AND CIO | Denver, CO |
| Linda Carleu Smith | COO | Denver, CO |
| Danielle Van Anrooy Money | CHIEF COMPLIANCE OFFICER | — |
| BRANCAZIO CHRISTOPHER JOHN | CCO | — |
| MCKISSICK MARK ROBERT | MEMBER BUT NOT A MANAGER; OWNER BUT NOT A MANAGER | — |
| SMITH WILLIAM CLARK | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER; MANAGING MEMBER AND CIO; MANAGING PARTNER AND CHIEF INVESTMENT OFFICER (+3 more) | — |
| BOOKER CLAIBORNE BROGDEN | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER; MEMBER AND MANAGER | — |
| HOSKINS DANIEL HOLLIDAY | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER; MANAGING PARTNER AND CHIEF OPERATING OFFICER; MEMBER AND MANAGER | — |
| SMITH LINDA CARLEU | CCO AND COO; CFO & CCO; COO (+1 more) | — |
| D'AMICO SARAH REID | CHIEF COMPLIANCE OFFICER | — |
| DONOVAN NICHOLAS | GENERAL COUNSEL AND CCO | — |
| MONEY DANIELLE VAN ANROOY | CHIEF COMPLIANCE OFFICER | — |
| Tyler Joseph Reger | CHIEF FINANCIAL OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/139620/brochure
- Similar advisers: https://search.stillhousedata.com/firm/139620/similar
- Related entities: https://search.stillhousedata.com/firm/139620/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/139620

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.