CRESTA FUND MANAGEMENT LLC

RIASEC RegisteredEst. 2019
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 private equity manager that runs pooled investment vehicles for institutional clients. The firm acts as sponsor and general partner on those vehicles and also serves in CPO/CTA and managing-member roles, indicating active involvement in deal sourcing, structuring and ongoing portfolio management. Cresta emphasizes private-market strategies and supplements its core private equity allocations with exposures to real estate and natural-resources sectors. The firm charges a mix of asset-based and performance fees and identifies itself as an active ESG investor, suggesting ESG criteria are incorporated into due diligence and portfolio construction across its funds. Cresta’s mandate is centered on managing closed-ended pooled funds rather than traditional wrap or advisory accounts. That operating model aligns incentives toward long-dated private investments, portfolio-level value creation and manager-led exits, rather than short-term public-market trading.

Assets & Accounts

Investments & Alternatives

Location & Offices

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
  • JULIE WESTBROOK

    General Counsel & Chief Compliance OfficerCRD 7895785

Contacts

3 of 4
  • David Miller

    PartnerCRD 7085755

  • James Armstrong

    PartnerCRD 7085757

  • Jordan Maxwell

    ControllerCRD 6778707

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

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