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 private equity manager that runs pooled investment vehicles for institutional clients. The firm acts as sponsor and general partner on those vehicles and also serves in CPO/CTA and managing-member roles, indicating active involvement in deal sourcing, structuring and ongoing portfolio management. Cresta emphasizes private-market strategies and supplements its core private equity allocations with exposures to real estate and natural-resources sectors. The firm charges a mix of asset-based and performance fees and identifies itself as an active ESG investor, suggesting ESG criteria are incorporated into due diligence and portfolio construction across its funds. Cresta’s mandate is centered on managing closed-ended pooled funds rather than traditional wrap or advisory accounts. That operating model aligns incentives toward long-dated private investments, portfolio-level value creation and manager-led exits, rather than short-term public-market trading.
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 4David 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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