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CRESTA FUND MANAGEMENT LLC

CRD 288079 · SEC 801-117050

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2950 N. HARWOOD STREET, SUITE 2200, DALLAS, TX, 75201, United States

Phone

214-310-1083

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.04B

Discretionary AUM

$2.04B

Team

16 total employees; 10 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

TypeClientsAUM
Pooled investment vehicles22$2.04B

States served

TX, CT

All web addresses on file

Official SEC filing: View on IAPD