Crest Rock Partners

Fee-Only (% of Portfolio)

Crest Rock Management Company is an investment advisory firm managing private equity investments through its Funds. Crest Rock identifies and evaluates investment opportunities, negotiates terms, manages investments, and achieves dispositions. Investments are primarily in non-public companies. Crest Rock does not tailor its investment activities to the needs of any individual investor in a Fund.

Assets Under Management$1.1B
Clients4
AdvisorsN/A
Avg. per Client$270M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Crest Rock Partners | TrueAdvisor