Cresta Fund Management LLC

RIASEC Registered
Total AUM
$2B
Discretionary
$2B
100% of AUM
Avg account
$92.9M
Accounts
22
Employees
16
Advisory reps
5

Firm details

Headquarters
Dallas, Texas
CRD number
288079
Registered since
July 24, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Cresta Fund Management LLC is a privately held limited liability company that operates as a private equity fund manager focused on institutional capital. The firm registered with the SEC in 2019 and provides portfolio management for pooled investment vehicles, acting in sponsor and general partner roles for the funds it manages. Its fee model combines a percentage-of-assets component with performance-based fees. Cresta identifies as an active ESG investor and serves a single-state advisory footprint.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

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Contacts

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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

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
2950 N Harwood St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth