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Blue Crane Capital Management LLC (Hillsborough)


Blue Crane Capital Management LLC is an internet adviser based in Hillsborough. It manages $23.7 million of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2001.

Blue Crane Capital Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Blue Crane Capital Management: assets under management

The assets under management (AUM) of Blue Crane Capital Management LLC is $23.7 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $23.7 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.69 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Blue Crane Capital Management LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Hillsborough

The principal office where Blue Crane Capital Management LLC performs its advisory services is located at 620 Hayne Rd, Hillsborough, CA 94010, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650-348-2417 or by fax 650-348-2469. The normal business hours are 6:30 am - 2:00 pm on Monday - Friday.


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