Cresalta Investment Management, Inc.
Firm details
- Headquarters
- Greenwood Village, Colorado
- CRD number
- 339872
- Registered since
- February 27, 2026
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies70.1%
- Banking / Thrift Institutions29.9%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Cresalta Investment Management, Inc. is a corporate, SEC-registered investment adviser that positions itself as a capital allocator serving institutional clients. The firm charges fees as a percentage of assets under management and lists portfolio management for investment companies and for businesses or institutions among its primary advisory activities. It also performs selection of other advisers, and its industry affiliations indicate roles beyond advisory work, including relationships with banking/thrift institutions and acting as sponsor, general partner, or managing member of pooled investment vehicles. Cresalta is not an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Joshua Stevens
Chief Investment OfficerCRD 8198969
Contacts
3 of 4Sheryl Bollinger
DirectorCRD 8198967
Michael Wright
CRD 8198970

Michael Bergmann
Co-FounderCRD 1210790
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Greenwood Village, CO
Arapahoe
Location
Greenwood Village, CO
Headquartered in Greenwood Village, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Arapahoe
- Address
- 6295 Greenwood Plaza Blvd
- Time zone
- MT (UTC-7)
- Office locations
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