CREST ROCK PARTNERS

RIASEC RegisteredEst. 2019
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$275M
Accounts
4
Employees
14
Advisory reps
3

Firm details

Headquarters
DENVER, Colorado
CRD number
305101
Registered since
August 15, 2019
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Crest Rock Partners is organized as a limited partnership and operates as a private equity fund manager. The firm registered with the SEC in 2019 and serves institutional investors. Its advisory activity centers on portfolio management for pooled investment vehicles, and it functions as a sponsor/GP and managing member of those vehicles rather than acting as a third‑party capital allocator. The ownership structure combines a domestic entity and individual ownership. Compensation arrangements include a percentage-of-AUM fee component, performance‑based fees, and other fee arrangements. Crest Rock Partners is not identified as an active ESG investor and is not a multi‑state adviser.

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
  • Kyle Covell

    Chief Financial Officer & Chief Compliance OfficerCRD 7155954

Contacts

2 of 2
  • Stephen Johnson

    Founder and PartnerCRD 7155946

  • Jeffrey Carnes

    Founder and PartnerCRD 7155934

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

DENVER, CO

DENVER

Location

DENVER, CO

Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
DENVER
Address
100 Garfield St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth