CR Capital Group

What CR Capital Group does

CR Capital Group, LLC is a boutique capital raising advisory firm headquartered in Newport Beach, California, that partners with business sponsors—predominantly real estate syndicators, investment companies, and insurance companies—to raise capital through retail distribution channels. The firm offers three core service verticals: Real Estate Capital Services for REIT and private placement offerings, Investment Company Services for open and closed-end fund structures, and Insurance Distribution Services for annuity and universal life contracts. Its service model spans product design, regulatory compliance, due diligence, firm installation, and distribution strategy, with a diagnostic-led engagement approach that begins with a phase to understand the client's overall business before execution.

The firm is operated by three Managing Directors—Jamie Shepherdson, Greg Brakovich, and Phil Meserve—who collectively bring over 75 years of capital raising experience from prior senior roles at AXA Equitable, Fidelity Investments, MetLife Investors, and KBS Capital Markets Group. The principals have built distribution franchises that historically accessed 400+ broker dealers and raised well in excess of $10 billion annually. The firm's value proposition is framed as access to retail capital markets exceeding $13 trillion through wholesale distribution, positioned as a less expensive and more patient alternative to institutional capital sources.

The firm operates with 11-50 employees and a single U.S. headquarters, serving domestic clients primarily through financial intermediary and broker-dealer channels. Revenue is generated through professional services fees tied to capital raising engagements, with no publicly disclosed pricing or transaction pipeline. No technology products, software platforms, or AI-driven capabilities are disclosed; the business is fundamentally a relationship-driven advisory practice where the principals' personal networks, regulatory expertise, and existing distribution relationships constitute the entire value proposition.

Name

CR Capital Group

Legal name

CR Capital Group, LLC

Website

https://crcapitalgroup.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

11–50 employees

Short description

CR Capital Group is a Newport Beach-based boutique advisory firm that partners with real estate syndicators, investment companies, and insurance companies to raise capital through retail distribution channels, leveraging 75+ years of principal experience.

Ownership category

akta.pro rank

Product category

Capital Raising Advisory

NAICS

Credit Intermediation and Related Activities (522)

SIC

Loan Brokers (6163)

akta.pro primary industry

Capital Raising Advisory (Debt/Equity/Private Capital) (BPAHADAG)

akta.pro secondary industries

Real Estate Capital Markets Advisory (Debt/Equity Placement, Refinancing) (BPAJANAE), Corporate Finance & Capital Advisory (BPAHADAB)

Keywords

• Capital raising advisory
• Private placement services
• Wholesale distribution
• Retail capital markets
• Issuer placement services

Headquarters

HQ city

Newport Beach

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D

Revenue model

1. Capital Raising Advisory Services: The company provides capital raising consulting services to real estate syndicators, insurance companies, and investment management firms. Revenue is generated through fees for strategic advice on product design, regulatory requirements, due diligence, and distribution strategy for capital formation.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

CR Capital Group is a capital raising advisory firm that partners with business sponsors to raise debt and equity capital from the retail capital markets via wholesale distribution. The firm leverages its principals' 75+ years of combined experience to structure private placements and deliver them to broker-dealers, RIAs, and independent financial advisors serving retail investors. Services target issuers in real estate, energy, insurance, equipment leasing, and related sectors.

Product overview

CR Capital Group is a capital raising advisory firm that partners with business sponsors to raise capital. The company offers three core service verticals: (1) Real Estate Capital Services for REIT and private placement offerings, (2) Investment Company Services for open and closed end fund structures, and (3) Insurance Distribution Services for annuity and universal life products. They provide strategic advice on product design, regulatory requirements, due diligence, firm installations, and distribution through financial intermediaries. The firm is led by principals with over 75 years of capital raising experience targeting the retail capital markets exceeding $13 trillion.

Differentiator

Problem solved

Functional benefit

Products and services

• Capital Raising Advisory for Business Sponsors End-to-end capital raising advisory service that partners with business sponsors in real estate, energy, insurance, and equipment leasing to raise debt and equity capital from retail investors through wholesale distribution to broker-dealers, RIAs, and independent financial advisors.
• Retail Capital Markets Placement (Wholesale Distribution) Placement service that distributes private placement offerings from issuers to retail investors through CR Capital Group's wholesale network of broker-dealers, registered investment advisors, and independent financial advisors.
• Private Placement Structuring Advisory service that supports issuers in structuring investor-ready private placement securities, including due-diligence preparation and deal design, prior to distribution to retail investors.

Quantifiable outcome

• Distinguished track record of successful capital formation
• +1 more outcomes

Segments3 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators8 records

Recent moves4 records

Expansion highlights3 records

Broad incumbents

• Houlihan Lokey: Global investment bank with capital markets, financial restructuring, and financial and valuation advisory businesses. Competes with CR Capital on capital raising advisory and strategic advisory mandates for alternative asset managers and insurance carriers.
• Newmark Group: Full-service commercial real estate services firm with a significant capital markets advisory practice arranging equity, debt, and structured financing for real estate sponsors. Competes in CR Capital's real estate capital formation space with deeper institutional reach.
• Stifel Financial Corp. Diversified brokerage and investment bank with a strong capital markets practice raising equity and debt for REITs, BDCs, and closed-end funds—direct overlap with CR Capital's investment company and real estate verticals.
• PJT Partners: Independent advisory firm with dedicated capital markets and fund formation advisory practices serving investment management firms and corporate clients. Overlaps with CR Capital's investment company and corporate finance advisory verticals at a larger scale.
• JLL Capital Markets: Global real estate capital markets advisory within JLL, raising debt and equity for commercial real estate sponsors. Overlaps with CR Capital's real estate vertical but at far greater scale and broader mandate (investment sales, debt placement, equity placement).
• Greenhill & Co. Independent M&A and capital markets advisory firm serving corporations, financial sponsors, and alternative asset managers. Comparable to CR Capital in providing strategic capital formation advice, though at much larger transaction scale.
• Wunderlich Securities (now part of B. Riley): Brokerage and investment banking firm (acquired by B. Riley Financial) with retail-focused capital markets practice raising capital for REITs and small-cap issuers. Comparable in serving sponsors raising capital through retail/wholesale distribution channels.

Direct peers

• Eastdil Secured: Private commercial real estate investment bank arranging debt, equity, and structured capital for institutional and private real estate sponsors. Comparable to CR Capital's real estate capital formation vertical but with deeper institutional-only relationships.
• Steadfast Capital Markets Group: Real estate capital markets firm where CR Capital Managing Director Jamie Shepherdson previously served on the Board of Managers. Competes directly in REIT and apartment-sector capital raising through retail distribution channels.
• KBS Capital Markets Group: Non-traded REIT capital markets and distribution firm founded by CR Capital Managing Director Greg Brakovich. Operates in the same niche—raising capital for real estate sponsors through wholesale broker-dealer distribution—making it the closest direct comparable.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights5 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about CR Capital Group