Crestview Advisors, L.L.C. is a large advisory firm based in New York. It manages $8.15 billion of regulatory assets for 28 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of New York and Texas.
Crestview Advisors, L.L.C provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Crestview Advisors, L.L.C. is $8.15 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 74% since the beginning of its operation, and $6.5 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Crestview Advisors, L.L.C. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Crestview Advisors, L.L.C is pooled investment vehicles with 28 clients and $8.15 billion of assets under management. Among the 10 most similar advisory firms, Crestview Advisors, L.L.C has the 4th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $8.15 billion for 28 clients. 71% of the firm’s clients are foreign persons or businesses.
Crestview Advisors, L.L.C also advises several private funds. Namely, twenty eight private equity funds. The minimum investment commitment required of non-related persons ranges from $10,000 to $1,000,000.
The company employs 33 people that are either part- or full-time employees. 70 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Crestview Advisors, L.L.C. performs its advisory services is located at 590 Madison Avenue, New York, NY 10022 8531, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-906-0700 or by fax 212-906-0794. The normal business hours are 9:00 am to 6:00 pm on Monday - Friday. You can find more information about the New York firm at crestview.com.