CRESALTA INVESTMENT MANAGEMENT, INC.

RIASEC RegisteredEst. 2026
Total AUM
Avg account
$0
Accounts
0
Employees
5
Advisory reps
5

Firm details

Headquarters
GREENWOOD VILLAGE, Colorado
CRD number
339872
Registered since
February 27, 2026
Fee structure
Percentage of AUM
Services
Portfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Cresalta Investment Management, Inc. is a newly formed corporate investment adviser that registered with the SEC in 2026. The firm identifies as a capital allocator and bills clients on a percentage-of-AUM basis. Ownership is split between a domestic entity and an individual, and the adviser reports no active ESG investing program and does not operate as a multi-state adviser. Its stated advisory capabilities emphasize portfolio management for investment companies and for businesses or institutional clients, along with the selection of other advisers. Those activities position Cresalta to construct and oversee portfolios directly for pooled vehicles or institutions while outsourcing or overlaying manager relationships where appropriate.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Joshua Stevens

    Chief Investment OfficerCRD 8198969

Contacts

3 of 4
  • Sheryl Bollinger

    DirectorCRD 8198967

  • Michael Wright

    CRD 8198970

  • MICHAEL BERGMANN

    Co-FounderCRD 1210790

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth