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CRESTA FUND MANAGEMENT LLC
CRD 288079 · SEC 801-117050
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
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 22 | $2.04B |
States served
TX, CT
All web addresses on file
Official SEC filing: View on IAPD