Data / Investment advisers / California / Red Crane Wealth Management, LLC
Red Crane Wealth Management, LLC, Palo Alto, CA: $152 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Red Crane Wealth Management, LLC is an SEC registered investment adviser with its main office in Palo Alto, California and reports $152 million in regulatory assets under management in its Form ADV filed February 19, 2026. Its clients include individuals, high net worth individuals and pooled investment vehicles. It is paid through a percentage of assets under management, hourly charges and fixed fees. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 284006
- SEC file number
- 801-129813
- SEC status
- Approved, effective April 1, 2024
- Main office
- 3000 El Camino Real Building 4, Suite 200, Palo Alto, CA 94306
- Phone
- (415) 316-0982
- Regulatory AUM
- $151,574,482 in the Form ADV filed February 19, 2026
- Discretionary AUM
- $151,574,482
- Accounts
- 441
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, performance based fees
- Private funds
- 1: 1 hedge fund
- Gross assets of private funds
- $5,041,376
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 19, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 95 | $131 million |
| High net worth individuals | 60 | $15.6 million |
| Pooled investment vehicles | 1 | $5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $151.6 million | February 19, 2026 |
| December 1, 2025 | $134.1 million | February 7, 2025 |
Other advisers in Palo Alto
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Oceaniq Capital, LLC | Palo Alto | $334.2 million | 3 | adviserinfo.sec.gov |
| Triangle Peak Partners, LP | Palo Alto | $271.9 million | 3 | adviserinfo.sec.gov |
| Connective Capital Management, LLC | Palo Alto | $230.1 million | 2 | adviserinfo.sec.gov |
| Branson Frank a Inc | Palo Alto | $223.2 million | Not listed | adviserinfo.sec.gov |
| CSC Upshot Ventures Management, LLC | Palo Alto | $218.5 million | 1 | adviserinfo.sec.gov |
| Holbrook Global Strategies | Palo Alto | $147 million | Not listed | adviserinfo.sec.gov |
| Westbound Equity Management, LLC | Palo Alto | $146.2 million | 5 | adviserinfo.sec.gov |
| Mayfield Advisors, Inc. | Palo Alto | $143.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Palo Alto, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Advisers that manage private funds
- Red Crane Wealth Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.