Cresta Fund Management LLC

Fee-Only (% of Portfolio)

Cresta Fund Management is an investment advisor that manages investments in specialized middle-market infrastructure opportunities. Cresta provides investment advisory services to privately offered investment vehicles, focusing on growth-oriented, sustainable and conventional energy, industrial, materials, and agricultural infrastructure investments. Investors participate in the overall investment program for the applicable fund.

Assets Under Management$1.6B
Clients20
AdvisorsN/A
Avg. per Client$78M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Cresta Fund Management provides investment management services to its clients, which are privately offered investment funds. Cresta is generally entitled to a management fee, which is a percentage of a client’s aggregate commitments or funded commitments. The management fee rate can vary by client or the class of fund interest held by fund investors and may be negotiable. Additionally, a fund may be charged a performance fee based on net profits.

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Cresta Fund Management LLC | TrueAdvisor