Crestview was founded in 2004 and provides investment advice to privately offered investment funds. These funds typically invest in middle-market companies active in the financial services, industrial, and media sectors. Crestview targets equity investments between $100 million and $300 million in companies with enterprise values typically between $250 million and $1 billion. Crestview's investment advice is tailored to the objectives of each private fund, not the underlying investors.
Assets Under Management$7.9B
Clients36
Advisors1
Avg. per Client$220M
Avg. per Advisor$7.9B
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Crestview does not directly manage investments for individual investors. They advise private funds that pool investments.
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