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 limited partnership operating as a hedge fund and registered with the SEC in 2012. The firm serves primarily institutional clients and runs pooled investment vehicles, acting in capacities such as sponsor, general partner, and managing member. Its regulatory and operating footprint includes CPO/CTA activity and portfolio management for pooled funds. Compensation is a mix of a percentage of assets under management and performance-based fees. Crestwood is not identified as an active ESG investor and does not present itself as a capital allocator to external managers.

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

    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