Cresta Fund Management LLC
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 288079
- Registered since
- July 24, 2019
- Website
- www.crestafunds.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Cresta Fund Management LLC is a privately held limited liability company that operates as a private equity fund manager focused on institutional capital. The firm registered with the SEC in 2019 and provides portfolio management for pooled investment vehicles, acting in sponsor and general partner roles for the funds it manages. Its fee model combines a percentage-of-assets component with performance-based fees. Cresta identifies as an active ESG investor and serves a single-state advisory footprint.
Assets & Accounts
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 1Julie Westbrook
General Counsel & Chief Compliance OfficerCRD 7895785
Contacts
3 of 4
David Miller
PartnerCRD 7085755
James Armstrong
PartnerCRD 7085757
Jordan Maxwell
ControllerCRD 6778707
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 2950 N Harwood St
- Time zone
- CT (UTC-6)
- Office locations
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