The RED CRANE WEALTH MANAGEMENT is a privately held investment adviser that advises $151.57mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. RED CRANE WEALTH MANAGEMENT is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 41.75% over the last 2-years.
The Group has been registered with the SEC for 10.07 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 3000 EL CAMINO REAL BUILDING 4, SUITE 200, PALO ALTO, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 3 employees comprised of 3 investment and 0 non-investment staff. The total number of Employees increased by 50% over the last 5-years.
Their $151.57mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 0 other accounts. Assets of Individuals clients own $130.96mn or 86.4% of Total Assets and High Net Worth Individuals own $15.57mn or 10.27% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 3 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
RED CRANE WEALTH MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.