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CRESTVIEW PARTNERS
CRESTVIEW ADVISORS, L.L.C.
CRD 157488 · SEC 801-73897
590 MADISON AVENUE, 42ND FL, NEW YORK, NY, 10022-8531, United States
Phone
212-906-0700
Fax
212-906-0750
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$7.08B
Discretionary AUM
$7.08B
Team
36 total employees; 23 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 37 | $7.08B |
States served
NY, TX
All web addresses on file
Official SEC filing: View on IAPD