Crestwood Capital Management, L.P.

RIASEC RegisteredEst. 2012
Total AUM
$263M
Discretionary
$255M
97% of AUM
Avg account
$43.8M
Accounts
6
Employees
4
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
160807
Registered since
February 22, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Crestwood Capital Management, L.P. is a SEC-registered hedge fund formed as a limited partnership in 2012 that primarily serves institutional investors. The firm operates as a commodity pool operator/commodity trading advisor (CPO/CTA) and provides portfolio management for pooled investment vehicles. It also functions as sponsor, general partner or managing member of those vehicles. Ownership is a mix of a domestic entity and an individual, and its compensation combines a percentage-of-assets fee with performance-based fees. Crestwood is not positioned as an ESG investor or a multi-state adviser, and it does not identify as a capital allocator.

Assets & Accounts

Public Holdings

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

Contacts

2 of 2
  • Michael Weisberg

    Senior Managing DirectorCRD 462178

  • Amit Mehta

    Amit Mehta

    Managing MemberCRD 4545389

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

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
430 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth