"Crescent Bay Capital Insights: Navigating Futures, Options, and Strategic Investing"
Empowering Informed Investment Decisions
At Crescent Bay Capital, we believe that knowledge is the cornerstone of successful investing. Our Education Center is dedicated to providing you with insightful resources that demystify the complexities of futures and options trading. Whether you're a seasoned investor or new to the world of alternative investments, our curated materials are designed to enhance your understanding and support your financial journey.
Frequently Asked Questions (FAQ)
What investment strategies does Crescent Bay Capital use?
We specialize in same-day futures and options trading, also known as 0DTE (Zero Days to Expiration) strategies. These trades aim to capitalize on intraday price movements using strict risk controls, macro awareness, and high-frequency execution. Our approach is short-term and systematic, with no overnight exposure.
What is a Commodity Trading Advisor (CTA)?
Crescent Bay Capital is a registered CTA with the National Futures Association (NFA). This means we're regulated to manage client assets using exchange-traded futures and options. CTAs typically follow structured, rules-based investment programs, and we're required to provide full disclosure, maintain strict compliance, and submit to regular audits.
How do you manage risk in 0DTE strategies?
Risk control is foundational to our model. We:
Close all positions before market close (no overnight risk)
Limit max exposure per trade and per account
Use predefined stop-loss rules, volatility filters, and macro-level checks (e.g., Fed speeches, CPI days)
Monitor live P&L and delta exposure in real time
Each client's allocation is sized to their risk tier.
How can I invest or open an account?
To get started, simply reach out to us via our Contact Page. A team member will walk you through the onboarding process.
How can I access my account and performance?
Once your account is live, you will gain access through an online portal with your account information but also receive daily statements via e-mail.
Are there any lock-up periods or withdrawal restrictions?
No lock-up periods. Your funds remain in your name, and you can request a withdrawal with one day notice, subject to FCM processing times (typically 1–3 business days).
A Trader’s Guide to Futures
A clear and practical introduction to how futures work, what drives their pricing, and how traders and institutions use them for hedging and speculation. Ideal for investors new to futures or seeking a deeper foundation.
Zeroing In on an Options Trading Strategy: 0DTE
Explains the mechanics, risks, and recent growth of 0DTE options. Perfect for educating clients on the exact strategy Crescent Bay uses — with clear warnings and regulator-backed language.
Managed Futures: An Underappreciated Diversifier
Shows how managed futures can hedge risk and diversify portfolios. Good complement to your 0DTE focus by reinforcing why CTAs are a valid part of an allocation.
Options on Futures as Strategic Investment Vehicles
This guide walks through how options on futures can be used to hedge, gain exposure, or generate income. It explains key concepts like time decay, strike selection, and strategy structuring — essential for understanding tools like 0DTE trades.
