CROAK ASSET MANAGEMENT, LLC

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UUIDa0c1192f-c07f-50fe-9e1d-675892e1c49a

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:54

Updated2025-10-23 02:24:37

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	297666	297666	—	1.0
sec_file_number	801-126464	801-126464	—	—

Profile

Websitehttps://www.instagram.com/croakcapital/

HQ CityTOLEDO

HQ StateOH

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

Aliases:

CROAK CAPITAL adv_part1

ADV Metrics

Assets & Accounts

RAUM (total)300,230,116.0
RAUM (discretionary)297,827,457.0
Actionable assets131,064,550.0
Accounts2,027.0

Institutional Clients

Government AUM0.0
Pension AUM0.0
Charitable AUM7,972,017.0
HNW AUM122,553,126.0

As of 2025-03-27 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
CROAK CAPITAL, LLC	OWNER	OFFICER	—	{"filing_id": "2017293", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
CROAK, ERIC, TIMOTHY	OWNER	OFFICER	—	{"filing_id": "2017293", "owner_id": "6531904", "source": "adv_part1", "table": "Schedule_A_B"}
CROAK, TIMOTHY, ROBERT	OWNER	OFFICER	—	{"filing_id": "2017293", "owner_id": "1673702", "source": "adv_part1", "table": "Schedule_A_B"}

Name

Title

Role

Evidence

CROAK CAPITAL, LLC

OWNER

OFFICER

—

{"filing_id": "2017293", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}

CROAK, ERIC, TIMOTHY

OWNER

OFFICER

—

{"filing_id": "2017293", "owner_id": "6531904", "source": "adv_part1", "table": "Schedule_A_B"}

CROAK, TIMOTHY, ROBERT

OWNER

OFFICER

—

{"filing_id": "2017293", "owner_id": "1673702", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:37 • csv
```
{
  "date_submitted": "09/22/2025 11:46:28 AM",
  "filing_id": "2017293",
  "reg_type": "IA"
}
```

CROAK ASSET MANAGEMENT, LLC

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

ADV Metrics

Assets & Accounts

Institutional Clients

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1