Investment adviser · CRD 159203

CREST INVESTMENT PARTNERS LLC

Investment adviser filing (IA)

PALM BEACH, FL, United States · Form ADV filed Mar 16, 2016

Regulatory AUM
$80.2M
Form ADV · Item 5.F
Client accounts
118
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
2
Investment advisory functions

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: Mar 16, 2016. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

251 ROYAL PALM WAY, SUITE 500
PALM BEACH, FL, 33480, United States

CRD 159203

Filing source

Form ADV 990814 · Mar 16, 2016 · 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.