CRESTVIEW PARTNERS

RIASEC RegisteredEst. 2012
Total AUM
$7.1B
Discretionary
$7.1B
100% of AUM
Avg account
$191M
Accounts
37
Employees
36
Advisory reps
6

Firm details

Headquarters
New York, New York
CRD number
157488
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Crestview Partners is organized as a limited liability company that operates primarily as a private equity fund manager and sponsor. The firm focuses on pooled investment vehicles, acting as sponsor, general partner and managing member for its funds. Its business profile includes roles consistent with a commodity pool operator or commodity trading advisor and portfolio management for pooled vehicles, which indicates an ability to run actively managed funds and to use both traditional private equity structures and certain trading strategies where appropriate. Clients are institutional and the firm charges a mix of percentage-of-AUM and performance-based fees, implying a carried-interest model for its fund-level products. Crestview also identifies as an active ESG investor, which suggests ESG considerations are integrated into manager selection, due diligence and ongoing ownership/stewardship across its private funds.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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

3 of 3
  • EVELYN PELLICONE

    Partner & Chief Financial OfficerCRD 2593969

  • BARRY VOLPERT

    Co-Founder & CEOCRD 1659566

  • POOJITHA MANTHA

    Chief Compliance OfficerCRD 8025518

Contacts

3 of 3
  • ROBERT DELANEY

    PartnerCRD 1725438

  • THOMAS MURPHY

    Co-Founder & PartnerCRD 1690223

  • BRIAN CASSIDY

    President and PartnerCRD 2800010

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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
590 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth