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CRE VENTURE CAPITAL, INC.

CRD 317875File 801-123073
APPROVED
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$404.6M
Below cohort median (national)
Discretionary AUM
$404.6M
Clients
31
31 accounts
Employees
7
Below cohort median in NJ

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
NYRO
Registration date
Jan 19, 2022
Principal office
23 OLNEY ROAD, MAHWAH, NJ, 07430
Phone
917 583 4687

Assets & accounts

ADV Item 5F
Total regulatory AUM
$404.6M
Discretionary AUM
$404.6M
Non-discretionary AUM
$0
Discretionary accounts
31
Non-discretionary accounts
0
Total accounts
31
AUM per client
$13.1M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles31$404.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Performance-based fees

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees87decreased by1
Apr 1, 2026AUM$406,475,069$404,608,303decreased by$1,866,766
May 1, 2025
vs Oct 1, 2022
Employees58increased by3
May 1, 2025
vs Oct 1, 2022
Clients2731increased by4
May 1, 2025
vs Oct 1, 2022
AUM$152,588,076$406,475,069increased by$253,886,993
May 1, 2025
vs Oct 1, 2022
Accounts2731increased by4
Oct 1, 2022Clients1627increased by11
Oct 1, 2022Accounts1627increased by11
Feb 1, 2022Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “CRE VENTURE” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CRE VENTURE” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.