Cresalta Investment Management, Inc.

RIASEC RegisteredEst. 2026
Total AUM
$323M
Discretionary
$323M
100% of AUM
Avg account
$2.5M
Accounts
128
Employees
5
Advisory reps
5

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

FINTRX

Overview

Cresalta Investment Management, Inc. is a corporate, SEC-registered investment adviser that positions itself as a capital allocator serving institutional clients. The firm charges fees as a percentage of assets under management and lists portfolio management for investment companies and for businesses or institutions among its primary advisory activities. It also performs selection of other advisers, and its industry affiliations indicate roles beyond advisory work, including relationships with banking/thrift institutions and acting as sponsor, general partner, or managing member of pooled investment vehicles. Cresalta is not an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

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

Owners & executives

1 of 1
  • Joshua Stevens

    Chief Investment OfficerCRD 8198969

Contacts

3 of 4
  • Sheryl Bollinger

    DirectorCRD 8198967

  • Michael Wright

    CRD 8198970

  • Michael Bergmann

    Michael Bergmann

    Co-FounderCRD 1210790

Unlock 1 more contacts

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth