RIA Intel›Advisers›New York›CRESTVIEW ADVISORS, L.L.C.

CRESTVIEW ADVISORS, L.L.C.

Advisory

N·NEW YORK, NY

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$7.1B
1-Year AUM Growth
-18.8%
3-Year CAGR
-2.1%
Employees
23
Assets Under Management
Total AUM$7.1B
Discretionary AUM$7.1B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients36
Team
Total Employees23
Investment Advisers36
Employee Growth (1Y)+4.3%
Filing History
Total Filings on Record21
First FilingFeb 14, 2012
Latest FilingMar 31, 2026
🔒 Full AUM trend chart and 21 historical filings spanning 14+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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