CRESTVIEW PARTNERS
Firm details
- Headquarters
- New York, New York
- CRD number
- 157488
- Registered since
- March 30, 2012
- Website
- www.crestview.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Crestview Partners is organized as a limited liability company that operates primarily as a private equity fund manager and sponsor. The firm focuses on pooled investment vehicles, acting as sponsor, general partner and managing member for its funds. Its business profile includes roles consistent with a commodity pool operator or commodity trading advisor and portfolio management for pooled vehicles, which indicates an ability to run actively managed funds and to use both traditional private equity structures and certain trading strategies where appropriate. Clients are institutional and the firm charges a mix of percentage-of-AUM and performance-based fees, implying a carried-interest model for its fund-level products. Crestview also identifies as an active ESG investor, which suggests ESG considerations are integrated into manager selection, due diligence and ongoing ownership/stewardship across its private funds.
Assets & Accounts
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 3EVELYN PELLICONE
Partner & Chief Financial OfficerCRD 2593969
BARRY VOLPERT
Co-Founder & CEOCRD 1659566
POOJITHA MANTHA
Chief Compliance OfficerCRD 8025518
Contacts
3 of 3ROBERT DELANEY
PartnerCRD 1725438
THOMAS MURPHY
Co-Founder & PartnerCRD 1690223
BRIAN CASSIDY
President and PartnerCRD 2800010
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 590 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
TAG ASSOCIATES LLC
RIANew York, NY
JOHN W. BRISTOL & CO., INC.
RIANew York, NY
ARGO INFRASTRUCTURE PARTNERS LP
RIANew York, NY
GLG LLC
RIANew York, NY
CASPIAN CAPITAL, LP
RIANew York, NY
ONE MADISON GROUP LLC
RIANew York, NY