Crestwave Capital Partners LLC
Firm details
- Headquarters
- Palm Beach, Florida
- CRD number
- 332709
- Registered since
- August 1, 2025
Firm profile
FINTRXOverview
Crestwave Capital Partners LLC is organized as a limited liability company and is listed as SEC-registered in 2025. The firm is owned by an individual (rather than an institutional owner) and is recorded as an unclassified adviser for the available data fields. Several operational attributes are explicitly negative: the firm is not identified as a capital allocator, is not an active ESG investor, does not operate as a multi-state adviser, is not a pension consultant, and is not shown as a related adviser. The firm did not provide descriptions of its investment activities, fee structure, client base, or advisory offerings in the supplied data.
Assets & Accounts
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
Contacts
3 of 4Laura Crosby-brown
FinOpCRD 1545513

Evan Heroux
Investor RelationsCRD 6530703

Gregory Zaffiro
Associate of Investor Relations & MarketingCRD 5247397
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Palm Beach, FL
Palm Beach
Location
Palm Beach, FL
Headquartered in Palm Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 375 S County Rd
- Time zone
- ET (UTC-5)
- Office locations
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