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Cresap, Inc.

● SEC registered since 2014CRD 25899SEC# 801-79750Radnor, PA
Export (members)
Reg. AUM
$339M
Employees
16
Accounts
604
Location
Radnor, PA

Cresap, Inc. assets under management

Cresap, Inc. is a registered investment adviser overseen by the SEC based in Radnor, PA. The firm has been registered since 2014. It reports $339 million in regulatory assets under management and employs 16 people.

Cresap, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Mark Winfield III Cresap ControlPresident/Chief Compliance OfficerOver 75%1989

Frequently asked questions

How much does Cresap, Inc. manage?

Cresap, Inc. reports $339 million in regulatory assets under management on its Form ADV.

How many employees does Cresap, Inc. have?

Cresap, Inc. reports 16 employees.

Where is Cresap, Inc. located?

Cresap, Inc. is based in Radnor, PA and has been SEC-registered since 2014.

Does Cresap, Inc. disclose fund performance?

Cresap, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address259 N. Radnor-Chester Rd., Ste 140, Radnor, PA 19087
Phone610-341-1320
Fax610-341-1339
Office hours8:30-5:00
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyYes

Regulatory AUM

$339MNo change
Mar '25 — $339MApr '25 — $339MMay '25 — $339MJun '25 — $339MJul '25 — $339MAug '25 — $339MSep '25 — $339MOct '25 — $339MNov '25 — $339MDec '25 — $339MJan '26 — $339MFeb '26 — $339MMar '26 — $339MApr '26 — $339MMay '26 — $339MJun '26 — $339M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
EmployeesTop 29%
More than 71% of 16,825 advisers

Assets under management

$339Mregulatory AUM
Discretionary $18.8MNon-discretionary $320.2M