Crane Asset Management, LLC (Beverly Hills)

Crane Asset Management, LLC is an adviser based in Beverly Hills. It manages $68.01 million of regulatory assets for 106 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of California, Idaho, and Texas.

Crane Asset Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Crane Asset Management: assets under management

The assets under management (AUM) of Crane Asset Management, LLC is $68.01 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 151% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $68.01 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $641.62 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Crane Asset Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Crane Asset Management, LLC

John Randall Frye has served as the Chief Investment Officer since 1 Jul 2003. As Amended Frye Living Trust Created Utd April 14 2005 joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Sharon Elizabeth Blunk	Chief operating officer	1 Jul 2003	50% - 75%	4389383
John Randall Frye	Chief investment officer	1 Jul 2003	50% - 75%	849182
John Randall Frye	Trustee of frye living trust	1 Apr 2005	Other	849182
As Amended Frye Living Trust Created Utd April 14 2005	Member	1 Oct 2011	50% - 75%	xxx-xx-xxxx

Based in Beverly Hills

The principal office where Crane Asset Management, LLC performs its advisory services is located at 8383 Wilshire Boulevard,, Beverly Hills, CA 90211, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.