Cresalta Investment Management, Inc.
Firm details
- Headquarters
- Greenwood Village, Colorado
- CRD number
- 339872
- Registered since
- February 27, 2026
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies70.1%
- Banking / Thrift Institutions29.9%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Cresalta Investment Management, Inc. is an institutional registered investment adviser organized as a corporation and registered with the SEC in 2026. The firm serves institutional clients and operates as a capital allocator, charging fees based on a percentage of assets under management. Its advisory services focus on portfolio management for investment companies and for businesses or institutions, and it also performs selection of other advisers. Cresalta is not positioned as an ESG-focused manager and does not describe itself as a multi-state adviser or pension consultant.
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
1 of 1Joshua Stevens
Chief Investment OfficerCRD 8198969
Contacts
3 of 4Sheryl Bollinger
DirectorCRD 8198967
Michael Wright
CRD 8198970

Michael Bergmann
Co-FounderCRD 1210790
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Greenwood Village, CO
Arapahoe
Location
Greenwood Village, CO
Headquartered in Greenwood Village, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Arapahoe
- Address
- 6295 Greenwood Plaza Blvd
- Time zone
- MT (UTC-7)
- Office locations
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