Investment adviser · CRD 314411
CROMWELL FUNDS
Investment adviser filing (IA)
CROMWELL INVESTMENT ADVISORS, LLC
BALTIMORE, MD, United States · Form ADV filed Mar 27, 2026
- Regulatory AUM
- $369M Form ADV · Item 5.F
- Client accounts
- 5 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Investment companies | 1 | $368,868,727 | 100.0% |
Filing source
Form ADV 2065857 · Mar 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 27, 2026. View historical filings
Reported services
Investment company portfolio management
Compensation
Percentage of assets
Principal office
810 GLENEAGLES COURT, SUITE 106BALTIMORE, MD, 21286, United States
CRD 314411
Filing source
Form ADV 2065857 · Mar 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.