Linda Carleu Smith
Investment adviser representative at Crescat Portfolio Management LLC
20 yearsExperience
2 statesRegistered in
$536.1MFirm assets
18 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
20 years in the industry.
- Crescat Portfolio Management LLCNov 2015 to now
- Crescat Portfolio Managment LLCMar 2006 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Crescat Portfolio Management LLC
$536.1MAssets managed
119Clients
3Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2424185
- Firm CRD
- 139620