Investment adviser · CRD 339872

CRESALTA INVESTMENT MANAGEMENT, INC.

Investment adviser filing (IA)

GREENWOOD VILLAGE, CO, United States · Form ADV filed Jun 26, 2026

Regulatory AUM
$323M
Form ADV · Item 5.F
Client accounts
128
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
4
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Investment companies2$226,700,00070.1%
Banks & thriftsFewer than 5$96,700,00029.9%
IndividualsFewer than 5$00.0%
High-net-worth individualsFewer than 5$00.0%
Retirement plansFewer than 5$00.0%
CharitiesFewer than 5$00.0%
Government entitiesFewer than 5$00.0%
Other investment advisersFewer than 5$00.0%
Insurance companiesFewer than 5$00.0%
Sovereign wealth & foreign institutionsFewer than 5$00.0%
Corporations & businessesFewer than 5$00.0%
Other clientsFewer than 5$00.0%
Filing source

Form ADV 2114560 · Jun 26, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 26, 2026. View historical filings

Reported services

Investment company portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets

Principal office

6295 GREENWOOD PLAZA BLVD.
GREENWOOD VILLAGE, CO, 80111-4908, United States

CRD 339872

Filing source

Form ADV 2114560 · Jun 26, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.