CRESTERA MANAGEMENT LLC
Firm details
- Headquarters
- SOUTHLAKE, Texas
- CRD number
- 332310
Firm profile
FINTRXOverview
Crestera Management LLC operates as a limited liability company focused on investment management. The firm has not disclosed specific details about its investment preferences or manager allocation interests, which limits the insight into its strategic approach. As an unclassified entity, it does not fit neatly into traditional categories within the financial advisory landscape. The firm does not identify as a capital allocator or a pension consultant, and it does not engage in active ESG investing.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
3 of 4Ricardo Harfush Soto
Chief Financial OfficerCRD 8069586
Daniel Nieto
Co-Founder & CEOCRD 8069585
SANTIAGO MERCADO
Chief Compliance OfficerCRD 5862423
Contacts
2 of 2Rodrigo Tapia-Sosa
Founding PartnerCRD 8069588
EDUARDO BARNETCHE
Founding PartnerCRD 5231768
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SOUTHLAKE, TX
TARRANT
Location
SOUTHLAKE, TX
Headquartered in SOUTHLAKE, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- TARRANT
- Address
- 925 S Kimball Ave
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
MONMOUTH VENTURES
Exempt Reporting AdvisorSOUTHLAKE, TX
KARIS CRYPTO VENTURES LLC
Exempt Reporting AdvisorSOUTHLAKE, TX
GORE RANGE CAPITAL LLC
Exempt Reporting AdvisorSOUTHLAKE, TX
LIFE INVESTORS MANAGEMENT COMPANY, LP
Exempt Reporting AdvisorSOUTHLAKE, TX
WASHITA CAPITAL, LLC
Exempt Reporting AdvisorSOUTHLAKE, TX
HAWKES PEAK PARTNERS, LLC
Exempt Reporting AdvisorSOUTHLAKE, TX