Investment adviser · CRD 157488

CRESTVIEW PARTNERS

Investment adviser filing (IA)

CRESTVIEW ADVISORS, L.L.C.

NEW YORK, NY, United States · Form ADV filed Mar 31, 2026

Regulatory AUM: $7.08B
Client accounts: 37
Employees: 36
Advisory professionals: 23

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	37	$7,082,373,521	100.0%

Filing source

Form ADV 2080333 · Mar 31, 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

31 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.

CRESTVIEW PARTNERS IV, L.P.Private Equity Fund · Last reported Mar 31, 2026$1.66BGross asset value

Form D fundraising filings

Crestview Partners IV, L.P.

Fund administrator THE ULTIMUS GROUP, LLC D/B/A LEVERPOINT MANAGEMENT CLIFTON PARK, New York, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP NEW YORK, New York, United States

Custodian BANK OF AMERICA, N.A. CHARLOTTE, North Carolina, United States Related to adviser: No

Custodian CITIZENS BANK, N.A. BOSTON, Massachusetts, United States Related to adviser: No

Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE & TOUCHE LLP
PCAOB 34

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

Fund details & source

Fund ID: 805-3063887933
Reported beneficial owners: 101
Minimum commitment: $1M
Form D file number: 021-313649

Form ADV 2080333 · Mar 31, 2026 · Schedule D 7.B.(1)

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

CRESTVIEW PARTNERS IV (OFFSHORE), L.P.Private Equity Fund · Last reported Mar 31, 2026$929MGross asset value

Form D fundraising filings

Crestview Partners IV (Offshore), L.P.

Fund administrator THE ULTIMUS GROUP, LLC D/B/A LEVERPOINT MANAGEMENT CLIFTON PARK, New York, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP NEW YORK, New York, United States

Custodian BANK OF AMERICA, N.A. CHARLOTTE, North Carolina, United States Related to adviser: No

Custodian CITIZENS BANK, N.A. BOSTON, Massachusetts, United States Related to adviser: No

Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE & TOUCHE LLP
PCAOB 34

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

Fund details & source

Fund ID: 805-5980821662
Reported beneficial owners: 24
Minimum commitment: $1M
Form D file number: 021-313658

Form ADV 2080333 · Mar 31, 2026 · Schedule D 7.B.(1)

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

CRESTVIEW PARTNERS III CV-A, L.P.Private Equity Fund · Last reported Mar 31, 2026$836MGross asset value

Form D fundraising filings

Crestview Partners III CV-A, L.P.

Fund administrator THE ULTIMUS GROUP, LLC D/B/A LEVERPOINT MANAGEMENT CLIFTON PARK, New York, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor EISNERAMPER LLP NEW YORK, New York, United States

Custodian BANK OF AMERICA, N.A. CHARLOTTE, North Carolina, United States Related to adviser: No

Custodian CITIZENS BANK, N.A. BOSTON, Massachusetts, United States Related to adviser: No

Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED NEW YORK, New York, United States Related to adviser: No

Marketer LAZARD FRERES & CO. LLC NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

EISNERAMPER LLP
PCAOB 274

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

LAZARD FRERES & CO. LLC
CRD 2528 · SEC 8-2595

Fund details & source

Fund ID: 805-9245426489
Reported beneficial owners: 68
Minimum commitment: $1M
Form D file number: 021-536925

Form ADV 2080333 · Mar 31, 2026 · Schedule D 7.B.(1)

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

CRESTVIEW PARTNERS III, L.P.Private Equity Fund · Last reported Mar 31, 2026$735MGross asset value

Form D fundraising filings

Crestview Partners III, L.P.

Fund administrator THE ULTIMUS GROUP, LLC D/B/A LEVERPOINT MANAGEMENT CLIFTON PARK, New York, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP NEW YORK, New York, United States

Custodian BANK OF AMERICA, N.A. CHARLOTTE, North Carolina, United States Related to adviser: No

Custodian CITIZENS BANK, N.A. BOSTON, Massachusetts, United States Related to adviser: No

Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE & TOUCHE LLP
PCAOB 34

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

Fund details & source

Fund ID: 805-2197603077
Reported beneficial owners: 140
Minimum commitment: $1M
Form D file number: 021-205909

Form ADV 2080333 · Mar 31, 2026 · Schedule D 7.B.(1)

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

CRESTVIEW PARTNERS II, L.P.Private Equity Fund · Last reported Mar 31, 2026$668MGross asset value

Fund administrator THE ULTIMUS GROUP, LLC D/B/A LEVERPOINT MANAGEMENT CLIFTON PARK, New York, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP NEW YORK, New York, United States

Custodian BANK OF AMERICA, N.A. CHARLOTTE, North Carolina, United States Related to adviser: No

Custodian CITIZENS BANK, N.A. BOSTON, Massachusetts, United States Related to adviser: No

Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE & TOUCHE LLP
PCAOB 34

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

Fund details & source

Fund ID: 805-9155482315
Reported beneficial owners: 127
Minimum commitment: $1M
Form D file number: 021-111668

Form ADV 2080333 · Mar 31, 2026 · Schedule D 7.B.(1)

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

CRESTVIEW PARTNERS IV (892), L.P.Private Equity Fund · Last reported Mar 31, 2026$361MGross asset value

Form D fundraising filings

Crestview Partners IV (892), L.P.

Fund administrator THE ULTIMUS GROUP, LLC D/B/A LEVERPOINT MANAGEMENT CLIFTON PARK, New York, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP NEW YORK, New York, United States

Custodian BANK OF AMERICA, N.A. CHARLOTTE, North Carolina, United States Related to adviser: No

Custodian CITIZENS BANK, N.A. BOSTON, Massachusetts, United States Related to adviser: No

Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE & TOUCHE LLP
PCAOB 34

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

Fund details & source

Fund ID: 805-2972500884
Reported beneficial owners: 3
Minimum commitment: $1M
Form D file number: 021-313661

Form ADV 2080333 · Mar 31, 2026 · Schedule D 7.B.(1)

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

CRESTVIEW PARTNERS, L.P.Private Equity Fund · Last reported Mar 31, 2026$213MGross asset value

Fund administrator THE ULTIMUS GROUP, LLC D/B/A LEVERPOINT MANAGEMENT CLIFTON PARK, New York, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP NEW YORK, New York, United States

Custodian CITIZENS BANK, N.A. BOSTON, Massachusetts, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE & TOUCHE LLP
PCAOB 34

Fund details & source

Fund ID: 805-2340319344
Reported beneficial owners: 96
Minimum commitment: $1M
Form D file number: 021-69319

Form ADV 2080333 · Mar 31, 2026 · Schedule D 7.B.(1)

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

Services & filing details

Most recent filing: Mar 31, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

590 MADISON AVENUE, 42ND FL
NEW YORK, NY, 10022-8531, United States

CRD 157488

Filing source

Form ADV 2080333 · Mar 31, 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.