Investment adviser · CRD 284006
RED CRANE WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
PALO ALTO, CA, United States · Form ADV filed Feb 19, 2026
- Regulatory AUM
- $152M Form ADV · Item 5.F
- Client accounts
- 441 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 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 |
|---|---|---|---|
| Individuals | 95 | $130,960,696 | 86.4% |
| High-net-worth individuals | 60 | $15,572,410 | 10.3% |
| Pooled investment vehicles | 1 | $5,041,376 | 3.3% |
Filing source
Form ADV 2055749 · Feb 19, 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
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
RED CRANE CAPITAL FUND, LPHedge Fund · Last reported Feb 19, 2026$5.04MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
SPICER JEFFRIES LLP
PCAOB 349
Fund details & source
- Fund ID
- 805-9913587829
- Reported beneficial owners
- 12
- Minimum commitment
- $200K
- Form D file number
- 021-271806
Form ADV 2055749 · Feb 19, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Feb 19, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Hourly · Fixed · Performance-based
Principal office
3000 EL CAMINO REAL, BUILDING 4, SUITE 200PALO ALTO, CA, 94306, United States
CRD 284006
Filing source
Form ADV 2055749 · Feb 19, 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.