9AT: CROWN ADVISORS MANAGEMENT, INC.

other names

CROWN ADVISORS MANAGEMENT, INC.
CROWN CAPITAL MANAGEMENT, INC.
CROWN CAPITAL MANAGEMENT

Adviser Profile

As of Date	03/17/2025
ADV Location	GREENBRAE, CA, United States
Adviser Type - Large advisory firm
Number of Employees	2 -33%
of those in investment advisory functions	1 -50%
Registration	SEC, Approved, 04/20/2015
Other registrations (3)	Louisiana, Terminated, 03/24/2023 California, Terminated, 05/24/2015 Louisiana, Approved, 08/31/2004

AUM^*	213,304,897 8%
of that, discretionary	213,304,897 8%
Private Fund GAV^*	213,304,897 5%
Avg Account Size	213,304,897 8%
SMA’s	No
Private Funds	1
Contact Info	(41 xxxxxxx

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Fund Type	Count	GAV
Fund TypeHedge Fund	Count1	GAV$213,304,897

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser PLUSTICK MANAGEMENT LLC	Hedge Fund183.1m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV183.1m	AUM197.0m	#Funds2
Adviser NVERSES CAPITAL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM134.4m	#Funds-
Adviser BOYAR ASSET MANAGEMENT, INC.	Hedge Fund18.3m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV18.3m	AUM225.8m	#Funds2
Adviser EMPERY ASSET MANAGEMENT, LP	Hedge Fund170.8m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV170.8m	AUM170.8m	#Funds6
Adviser SUGAR MAPLE ASSET MANAGEMENT, LLC	Hedge Fund6.0m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV6.0m	AUM259.0m	#Funds1
Adviser NIXON CAPITAL LLC	Hedge Fund18.5m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV18.5m	AUM337.5m	#Funds1
Adviser MOUNTAIN LAKE INVESTMENT MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund127.1m	Total Private Fund GAV127.1m	AUM165.6m	#Funds1
Adviser SHAKER INVESTMENTS	Hedge Fund100.2m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV100.2m	AUM253.1m	#Funds1
Adviser HALE CAPITAL MANAGEMENT, LP	Hedge Fund204.8m	Liquidity Fund-	Private Equity Fund71.2m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV276.0m	AUM276.0m	#Funds2
Adviser METRONOME CAPITAL LLP	Hedge Fund127.4m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV127.4m	AUM250.4m	#Funds3

Brochure Summary

Overview

Crown Advisors Management, Inc., a Texas Subchapter S corporation (“Crown”), has been in business since 2014. Currently, it provides investment advice to Foundation Partners, L.P. (the “Fund”). In 2014, Crown merged with and into Crown Capital Management, a California corporation (the “Predecessor Corporation”), with Crown continuing as the surviving corporation of the merger (the “Merger”). Robert Scott Fearon was the president, sole shareholder and portfolio manager of the Predecessor Corporation prior to the Merger and remains the president, sole shareholder and portfolio manager of Crown. Prior to the Merger, the Predecessor Corporation served as the general partner of the Fund and provided investment advisory to the Fund. In 2014, the Fund changed its state of incorporation from California to Delaware pursuant to a conversion transaction. The Fund is now a Delaware limited partnership. Crown, as the successor to the Predecessor Corporation, continues to serve as the general partner of the Fund. As of December 31, 2023, Crown had total discretionary assets under management of approximately $203,577,082. Crown only manages assets on a discretionary basis. Investment advisory services provided

to the Fund include: (1) establishing the Funds’ investment objectives; (2) buying or selling portfolio securities on behalf of the Fund; and (3) periodically reporting to each of the Funds’ investors in accordance with the Fund documents. This document is not a public offer for investment in the Fund. Please refer to the Fund documents for more detailed information. Crown tailors its investment advice for the Fund in accordance with their respective investment objectives and strategy, as set forth in the Fund documents, but does not tailor its advisory services to the needs of any particular investor in the Fund. Crown invests principally, but not solely, in equity and equity-related securities that are traded publicly in U.S. markets on behalf of its clients but is authorized to enter into any type of investment transaction that it deems appropriate under the terms of the applicable Fund documents. The investors in the Fund have no opportunity to select or evaluate any Fund investments or strategies. Crown selects all Fund investments and strategies. There are no material limitations on the markets or instruments in which the Fund may invest or the strategies which Crown may employ.

CROWN ADVISORS MANAGEMENT, INC.

Adviser Profile

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Private Funds Structure

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Brochure Summary

Overview