Founded in 2002, Criterion Management LLC is an independent, fee-only investment advisory firm registered with the U.S. Securities and Exchange Commission (SEC). The company specializes in creating and managing customized investment portfolios for a select group of high-net-worth individuals, families, trusts, and endowments. Their investment philosophy is centered on a long-term, research-driven, and value-oriented approach, aiming to preserve and grow client capital over time by investing in high-quality businesses at attractive prices.

Founded in

United States