CROWN ADVISORS MANAGEMENT, INC.

other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}
cb

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, 03/24/2023
Other registrations (3)
AUM* 203,577,082 3.50%
of that, discretionary 203,577,082 3.50%
Private Fund 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

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

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

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$203,577,082

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser PLUSTICK MANAGEMENT LLC Hedge Fund136.8m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV136.8m AUM149.5m #Funds1
Adviser NVERSES CAPITAL, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM134.4m #Funds1
Adviser BOYAR ASSET MANAGEMENT, INC. Hedge Fund16.4m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV16.4m AUM217.1m #Funds2
Adviser EMPERY ASSET MANAGEMENT, LP Hedge Fund136.9m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV136.9m AUM136.9m #Funds4
Adviser SUGAR MAPLE ASSET MANAGEMENT, LLC Hedge Fund3.0m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV3.0m AUM215.2m #Funds1
Adviser NIXON CAPITAL LLC Hedge Fund16.3m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV16.3m AUM256.3m #Funds1
Adviser MOUNTAIN LAKE INVESTMENT MANAGEMENT LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund160.0m Total Private Fund GAV160.0m AUM160.0m #Funds1
Adviser SHAKER INVESTMENTS Hedge Fund94.7m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV94.7m AUM227.9m #Funds1
Adviser HALE CAPITAL MANAGEMENT, LP Hedge Fund191.4m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV191.4m AUM191.4m #Funds1
Adviser METRONOME CAPITAL LLP Hedge Fund104.6m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV104.6m AUM210.3m #Funds2

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, 2023, Crown had total discretionary assets under management of approximately $203,577,082. 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.