Cresvita Capital

Overview

Cresvita Capital is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on financial planning and portfolio management for individual and family clients and small businesses. Its advisory model is fee-based, offering percentage-of-AUM billing alongside hourly and fixed-fee engagements, which supports both ongoing portfolio oversight and project-based planning work. Investment activity centers on traditional pooled public funds as the core of client portfolios, with the firm also placing client capital into third-party alternative fund managers. Cresvita Capital does not act as a capital allocator sourcing direct private deals; instead it accesses private equity, venture capital and hedge fund strategies through external managers. The firm does not position itself as an ESG-driven investor and operates from a single-state footprint.

Assets & Accounts

Investments & Alternatives

Location & Offices