Overview
Assets Under Management: $66 million
High-Net-Worth Clients: 6
Average Client Assets: $7.2 million
Frequently Asked Questions
CRESTPOINT CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #157926), CRESTPOINT CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
CRESTPOINT CAPITAL MANAGEMENT, LLC serves 6 high-net-worth clients according to their SEC filing dated February 13, 2018. View client details ↓
According to their SEC Form ADV, CRESTPOINT CAPITAL MANAGEMENT, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
CRESTPOINT CAPITAL MANAGEMENT, LLC manages $66 million in client assets according to their SEC filing dated February 13, 2018.
According to their SEC Form ADV, CRESTPOINT CAPITAL MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 6
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.44%
Average Client Assets: $7.2 million
Total Client Accounts: 17
Discretionary Accounts: 17
Regulatory Filings
CRD Number: 157926
Filing ID: 1175549
Last Filing Date: 2018-02-13 11:05:00