Crestwave Capital Partners LLC
Firm details
- Headquarters
- Palm Beach, Florida
- CRD number
- 332709
- Registered since
- August 1, 2025
Firm profile
FINTRXOverview
Crestwave Capital Partners LLC is organized as a limited liability company and is owned by an individual. Public-facing materials in the data set provide very limited detail about the firm’s business model, investment strategy, fee arrangements, or client verticals. The firm is not identified as a capital allocator and does not present itself as an active ESG investor. Regulatory and functional flags in the record indicate the adviser is single-state in scope (not a multi-state adviser), is not described as a pension consultant or related adviser, and is not flagged as newly formed. Beyond those attributes, the available information does not describe portfolio construction, target client segments, or advisory services offered.
Assets & Accounts
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
Contacts
3 of 4Laura Crosby-brown
FinOpCRD 1545513

Evan Heroux
Investor RelationsCRD 6530703

Gregory Zaffiro
Associate of Investor Relations & MarketingCRD 5247397
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Palm Beach, FL
Palm Beach
Location
Palm Beach, FL
Headquartered in Palm Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 375 S County Rd
- Time zone
- ET (UTC-5)
- Office locations
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