CRUSE INVESTMENTS

CRUSE INVESTMENTS is an SEC-registered investment adviser (CRD 168568). Regulatory assets under management: $58.4M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 168568
• Type: Registered investment adviser
• Phone: 707-315-0887
• Latest filing: 2026-02-04
• Regulatory AUM: $58.4M
• Non-discretionary AUM: $58.4M
• Clients: 1
• Accounts: 137

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 168568 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search