CROWN ADVISORS MANAGEMENT, INC. other names

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Adviser Profile

As of Date:

03/28/2024

Adviser Type:

- Large advisory firm

Number of Employees:

2 -33.33%

of those in investment advisory functions:

1 -50.00%

Registration:

Louisiana, Terminated, 3/24/2023

Other registrations (3)
AUM:

203,577,082 3.50%

of that, discretionary:

203,577,082 3.50%

GAV:

203,577,082 3.50%

Avg Account Size:

203,577,082 3.50%

SMA’s:

NO

Private Funds:

1

Contact Info

(41 xxxxxxx

Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
240M 206M 172M 137M 103M 69M 34M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News



Private Funds Structure

Fund Type Count GAV
Hedge Fund 1 $203,577,082

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Private Funds



Employees




Brochure Summary

Overview

Crown Advisors Management, Inc., a Texas Subchapter S corporation (“Crown”), has been in business since 2014. Currently, it provides investment advice to Foundation Partners, L.P. (the “Fund”). In 2014, Crown merged with and into Crown Capital Management, a California corporation (the “Predecessor Corporation”), with Crown continuing as the surviving corporation of the merger (the “Merger”). Robert Scott Fearon was the president, sole shareholder and portfolio manager of the Predecessor Corporation prior to the Merger and remains the president, sole shareholder and portfolio manager of Crown. Prior to the Merger, the Predecessor Corporation served as the general partner of the Fund and provided investment advisory to the Fund. In 2014, the Fund changed its state of incorporation from California to Delaware pursuant to a conversion transaction. The Fund is now a Delaware limited partnership. Crown, as the successor to the Predecessor Corporation, continues to serve as the general partner of the Fund. As of December 31, 2022, Crown had total discretionary assets under management of approximately $196,684,970. Crown only manages assets on a discretionary basis. Investment advisory services provided
to the Fund include: (1) establishing the Funds’ investment objectives; (2) buying or selling portfolio securities on behalf of the Fund; and (3) periodically reporting to each of the Funds’ investors in accordance with the Fund documents. This document is not a public offer for investment in the Fund. Please refer to the Fund documents for more detailed information. Crown tailors its investment advice for the Fund in accordance with their respective investment objectives and strategy, as set forth in the Fund documents, but does not tailor its advisory services to the needs of any particular investor in the Fund. Crown invests principally, but not solely, in equity and equity-related securities that are traded publicly in U.S. markets on behalf of its clients but is authorized to enter into any type of investment transaction that it deems appropriate under the terms of the applicable Fund documents. The investors in the Fund have no opportunity to select or evaluate any Fund investments or strategies. Crown selects all Fund investments and strategies. There are no material limitations on the markets or instruments in which the Fund may invest or the strategies which Crown may employ.