CRESALTA INVESTMENT MANAGEMENT, INC.
Firm details
- Headquarters
- GREENWOOD VILLAGE, Colorado
- CRD number
- 339872
- Registered since
- February 27, 2026
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Cresalta Investment Management, Inc. is a newly formed corporate investment adviser that registered with the SEC in 2026. The firm identifies as a capital allocator and bills clients on a percentage-of-AUM basis. Ownership is split between a domestic entity and an individual, and the adviser reports no active ESG investing program and does not operate as a multi-state adviser. Its stated advisory capabilities emphasize portfolio management for investment companies and for businesses or institutional clients, along with the selection of other advisers. Those activities position Cresalta to construct and oversee portfolios directly for pooled vehicles or institutions while outsourcing or overlaying manager relationships where appropriate.
Assets & Accounts
Investments & Alternatives
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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