SourcingSourcing

CRAWFORD FUND MANAGEMENT, LLC

C20
CRD 158659·SEC 801-125023·BOSTON, MA
AUM
$356.1M
$100M-$500M
Est. Revenue
$3.6M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$8.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CRAWFORD FUND MANAGEMENT, LLC
CRD
158659
SEC file #
801-125023
EIN
270380676
DBA names
—

Economics

AUM
$356.1M
AUM band
$100M-$500M
AUM trajectory
'23'26
$106.8M → $356.1M▲ +233%
Client mix
Pooled Investment Vehicles3

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'23'26
3 advisors → 4 advisors▲ +33%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businessesOther Advisory Services
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
crawfordfunds.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CRAWFORD, CHRISTOPHER, LEIGH
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
CRAWFORD, CHRISTOPHER, LEIGH
UTZINGER, SCOTT, LUDWIG
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CRAWFORDFUNDS.COM
Rdap Domain Creation Date
2009-05-13T04:42:47Z
Rdap Firm Age Years
17
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001816427
Edgar Registered
Yes
Edgar Filing Count
13
Edgar First Filing Date
2020-07-10
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
10
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0001816427-26-000004

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Pershing6
E*trade4
Interactive Brokers3
Jpmorgan2
State Street1
Edgar Addresses
Mailing
265 FRANKLIN STREETSUITE 1702BOSTON, MA 02110-3144
Business
265 FRANKLIN STREETSUITE 1702BOSTON, MA 02110-3144
Edgar EIN
270380676
Edgar Recent Filings
13F-HR2026-05-15 · 0001816427-26-000004
13F-HR2026-02-17 · 0001816427-26-000003
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-05-13T04:42:47Z
Rdap Domain Last Changed
2026-05-13T17:01:09Z
Rdap Nameservers
Ns75.domaincontrol.comNs76.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2771833
Trust Company Affiliate
Yes

People (3)

3
CRAWFORD, CHRISTOPHER, LEIGH
IAR · Direct Owner · 62.5%
2771833
UTZINGER, SCOTT, LUDWIG
IAR · Direct Owner · 37.5%
6123178
SAUNDERS, JONATHAN, RICHARD
IAR · Direct Owner · 7.5%
6069088