CRESTONE ASSET MANAGEMENT LLC
CRD #108581 SEC #801-57585 BOULDER, CO 303-442-4447
SEC Registered Private Funds
Total AUM
$3.6B
Discretionary
$3.4B
Employees
58
Clients
101
Accounts
760
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2024 | $3.6B | $3.4B | $210.2M | 58 | 0 |
| Aug 2024 | $3.6B | $3.4B | $210.2M | 58 | 0 |
| Mar 2024 | $3.6B | $3.4B | $210.2M | 58 | 0 |
| Jan 2024 | $3.6B | $3.4B | $217.3M | 56 | 0 |
| Sep 2023 | $3.6B | $3.4B | $217.3M | 56 | 0 |
| Sep 2023 | $3.6B | $3.4B | $217.3M | 56 | 0 |
| Aug 2023 | $3.6B | $3.4B | $217.3M | 56 | 0 |
| Apr 2023 | $3.6B | $3.4B | $217.3M | 56 | 0 |
| Mar 2023 | $3.6B | $3.4B | $217.3M | 56 | 0 |
| Jun 2022 | $4.2B | $3.8B | $386.5M | 54 | 0 |
| Mar 2022 | $4.2B | $3.8B | $386.5M | 54 | 0 |
| Nov 2021 | $3.1B | $2.8B | $350.3M | 55 | 0 |
| Sep 2021 | $3.1B | $2.8B | $350.3M | 50 | 0 |
| Jul 2021 | $3.1B | $2.8B | $350.3M | 50 | 0 |
| May 2021 | $3.1B | $2.8B | $350.3M | 50 | 0 |
| Mar 2021 | $3.1B | $2.8B | $350.3M | 50 | 0 |
| Jan 2021 | $2.9B | $2.6B | $351.1M | 38 | 143 |
| Jan 2021 | $2.9B | $2.6B | $351.1M | 38 | 143 |
| Jan 2021 | $2.9B | $2.6B | $351.1M | 38 | 143 |
| Jun 2020 | $2.9B | $2.6B | $351.1M | 38 | 143 |
| May 2020 | $2.9B | $2.6B | $351.1M | 38 | 143 |
| Apr 2020 | $2.9B | $2.6B | $351.1M | 38 | 143 |
| Mar 2020 | $2.9B | $2.6B | $351.1M | 38 | 143 |
| Oct 2019 | $2.4B | $2.2B | $252.1M | 32 | 143 |
| Sep 2019 | $2.4B | $2.2B | $252.1M | 32 | 143 |
| Sep 2019 | $2.4B | $2.2B | $252.1M | 32 | 143 |
| Jul 2019 | $2.4B | $2.2B | $252.1M | 32 | 143 |
| Mar 2019 | $2.4B | $2.2B | $252.1M | 32 | 143 |
| Oct 2018 | $2.1B | $1.2B | $880.1M | 39 | 139 |
| Jul 2018 | $2.1B | $1.2B | $880.1M | 39 | 139 |
| Mar 2018 | $2.1B | $1.2B | $880.1M | 39 | 139 |
| Jul 2017 | $1.8B | $1.5B | $264.1M | 36 | 26 |
| May 2017 | $1.8B | $1.5B | $264.1M | 36 | 26 |
| Apr 2017 | $1.8B | $1.5B | $264.1M | 36 | 26 |
| Mar 2017 | $1.8B | $1.5B | $264.1M | 36 | 26 |
| Jan 2017 | $1.5B | $1.2B | $278.4M | 40 | 26 |
| Nov 2016 | $1.5B | $1.2B | $278.4M | 40 | 26 |
| Jul 2016 | $1.5B | $1.2B | $278.4M | 40 | 26 |
| Jun 2016 | $1.5B | $1.2B | $278.4M | 40 | 26 |
| Apr 2016 | $1.5B | $1.2B | $278.4M | 40 | 26 |
| Mar 2016 | $1.5B | $1.2B | $278.4M | 40 | 26 |
| Nov 2015 | $1.5B | $1.2B | $280.9M | 33 | 26 |
| Nov 2015 | $1.5B | $1.2B | $280.9M | 33 | 26 |
| Jul 2015 | $1.5B | $1.2B | $280.9M | 33 | 26 |
| Mar 2015 | $1.5B | $1.2B | $280.9M | 33 | 26 |
| Nov 2014 | $1.1B | $835M | $284.9M | 34 | 26 |
| Nov 2014 | $1.1B | $835M | $284.9M | 34 | 26 |
| Aug 2014 | $1.1B | $835M | $284.9M | 34 | 26 |
| Jun 2014 | $1.1B | $835M | $284.9M | 34 | 26 |
| Mar 2014 | $1.1B | $835M | $284.9M | 34 | 26 |
| Jul 2013 | $927.5M | $798.4M | $129.1M | 42 | 26 |
| Apr 2013 | $927.5M | $798.4M | $129.1M | 42 | 26 |
| Mar 2012 | $875.3M | $756.7M | $118.6M | 11 | 26 |
| Mar 2011 | $824.4M | $731.6M | $92.8M | -- | -- |
| Sep 2010 | $761.7M | $697M | $64.6M | -- | -- |
| Mar 2010 | $761.7M | $697M | $64.6M | -- | -- |
| Mar 2009 | $653.9M | $649.6M | $4.2M | -- | -- |
| May 2007 | $836.2M | $764.6M | $71.6M | -- | -- |
| Mar 2007 | $836.2M | $764.6M | $71.6M | -- | -- |
| Mar 2006 | $750M | $725M | $25M | -- | -- |
| Jan 2005 | $613.7M | $612M | $1.7M | -- | -- |
| Sep 2004 | $613.7M | $612M | $1.7M | -- | -- |
| Aug 2004 | $613.7M | $612M | $1.7M | -- | -- |
| Jul 2004 | $596M | $551M | $45M | -- | -- |
| Jul 2004 | $596M | $551M | $45M | -- | -- |
| Jun 2004 | $596M | $551M | $45M | -- | -- |
| Apr 2004 | $596M | $551M | $45M | -- | -- |
| Jan 2004 | $596M | $551M | $45M | -- | -- |
| Dec 2003 | $596M | $551M | $45M | -- | -- |
| Oct 2001 | $500M | $500M | $0 | -- | -- |
| Jun 2001 | $500M | $500M | $0 | 10 | -- |
| Jun 2001 | $500M | $500M | $0 | 10 | -- |
DateSep 2024
Total AUM$3.6B
Discretionary$3.4B
Non-Disc.$210.2M
Employees58
Clients0
DateAug 2024
Total AUM$3.6B
Discretionary$3.4B
Non-Disc.$210.2M
Employees58
Clients0
DateMar 2024
Total AUM$3.6B
Discretionary$3.4B
Non-Disc.$210.2M
Employees58
Clients0
DateJan 2024
Total AUM$3.6B
Discretionary$3.4B
Non-Disc.$217.3M
Employees56
Clients0
DateSep 2023
Total AUM$3.6B
Discretionary$3.4B
Non-Disc.$217.3M
Employees56
Clients0
DateSep 2023
Total AUM$3.6B
Discretionary$3.4B
Non-Disc.$217.3M
Employees56
Clients0
DateAug 2023
Total AUM$3.6B
Discretionary$3.4B
Non-Disc.$217.3M
Employees56
Clients0
DateApr 2023
Total AUM$3.6B
Discretionary$3.4B
Non-Disc.$217.3M
Employees56
Clients0
DateMar 2023
Total AUM$3.6B
Discretionary$3.4B
Non-Disc.$217.3M
Employees56
Clients0
DateJun 2022
Total AUM$4.2B
Discretionary$3.8B
Non-Disc.$386.5M
Employees54
Clients0
DateMar 2022
Total AUM$4.2B
Discretionary$3.8B
Non-Disc.$386.5M
Employees54
Clients0
DateNov 2021
Total AUM$3.1B
Discretionary$2.8B
Non-Disc.$350.3M
Employees55
Clients0
DateSep 2021
Total AUM$3.1B
Discretionary$2.8B
Non-Disc.$350.3M
Employees50
Clients0
DateJul 2021
Total AUM$3.1B
Discretionary$2.8B
Non-Disc.$350.3M
Employees50
Clients0
DateMay 2021
Total AUM$3.1B
Discretionary$2.8B
Non-Disc.$350.3M
Employees50
Clients0
DateMar 2021
Total AUM$3.1B
Discretionary$2.8B
Non-Disc.$350.3M
Employees50
Clients0
DateJan 2021
Total AUM$2.9B
Discretionary$2.6B
Non-Disc.$351.1M
Employees38
Clients143
DateJan 2021
Total AUM$2.9B
Discretionary$2.6B
Non-Disc.$351.1M
Employees38
Clients143
DateJan 2021
Total AUM$2.9B
Discretionary$2.6B
Non-Disc.$351.1M
Employees38
Clients143
DateJun 2020
Total AUM$2.9B
Discretionary$2.6B
Non-Disc.$351.1M
Employees38
Clients143
DateMay 2020
Total AUM$2.9B
Discretionary$2.6B
Non-Disc.$351.1M
Employees38
Clients143
DateApr 2020
Total AUM$2.9B
Discretionary$2.6B
Non-Disc.$351.1M
Employees38
Clients143
DateMar 2020
Total AUM$2.9B
Discretionary$2.6B
Non-Disc.$351.1M
Employees38
Clients143
DateOct 2019
Total AUM$2.4B
Discretionary$2.2B
Non-Disc.$252.1M
Employees32
Clients143
DateSep 2019
Total AUM$2.4B
Discretionary$2.2B
Non-Disc.$252.1M
Employees32
Clients143
DateSep 2019
Total AUM$2.4B
Discretionary$2.2B
Non-Disc.$252.1M
Employees32
Clients143
DateJul 2019
Total AUM$2.4B
Discretionary$2.2B
Non-Disc.$252.1M
Employees32
Clients143
DateMar 2019
Total AUM$2.4B
Discretionary$2.2B
Non-Disc.$252.1M
Employees32
Clients143
DateOct 2018
Total AUM$2.1B
Discretionary$1.2B
Non-Disc.$880.1M
Employees39
Clients139
DateJul 2018
Total AUM$2.1B
Discretionary$1.2B
Non-Disc.$880.1M
Employees39
Clients139
DateMar 2018
Total AUM$2.1B
Discretionary$1.2B
Non-Disc.$880.1M
Employees39
Clients139
DateJul 2017
Total AUM$1.8B
Discretionary$1.5B
Non-Disc.$264.1M
Employees36
Clients26
DateMay 2017
Total AUM$1.8B
Discretionary$1.5B
Non-Disc.$264.1M
Employees36
Clients26
DateApr 2017
Total AUM$1.8B
Discretionary$1.5B
Non-Disc.$264.1M
Employees36
Clients26
DateMar 2017
Total AUM$1.8B
Discretionary$1.5B
Non-Disc.$264.1M
Employees36
Clients26
DateJan 2017
Total AUM$1.5B
Discretionary$1.2B
Non-Disc.$278.4M
Employees40
Clients26
DateNov 2016
Total AUM$1.5B
Discretionary$1.2B
Non-Disc.$278.4M
Employees40
Clients26
DateJul 2016
Total AUM$1.5B
Discretionary$1.2B
Non-Disc.$278.4M
Employees40
Clients26
DateJun 2016
Total AUM$1.5B
Discretionary$1.2B
Non-Disc.$278.4M
Employees40
Clients26
DateApr 2016
Total AUM$1.5B
Discretionary$1.2B
Non-Disc.$278.4M
Employees40
Clients26
DateMar 2016
Total AUM$1.5B
Discretionary$1.2B
Non-Disc.$278.4M
Employees40
Clients26
DateNov 2015
Total AUM$1.5B
Discretionary$1.2B
Non-Disc.$280.9M
Employees33
Clients26
DateNov 2015
Total AUM$1.5B
Discretionary$1.2B
Non-Disc.$280.9M
Employees33
Clients26
DateJul 2015
Total AUM$1.5B
Discretionary$1.2B
Non-Disc.$280.9M
Employees33
Clients26
DateMar 2015
Total AUM$1.5B
Discretionary$1.2B
Non-Disc.$280.9M
Employees33
Clients26
DateNov 2014
Total AUM$1.1B
Discretionary$835M
Non-Disc.$284.9M
Employees34
Clients26
DateNov 2014
Total AUM$1.1B
Discretionary$835M
Non-Disc.$284.9M
Employees34
Clients26
DateAug 2014
Total AUM$1.1B
Discretionary$835M
Non-Disc.$284.9M
Employees34
Clients26
DateJun 2014
Total AUM$1.1B
Discretionary$835M
Non-Disc.$284.9M
Employees34
Clients26
DateMar 2014
Total AUM$1.1B
Discretionary$835M
Non-Disc.$284.9M
Employees34
Clients26
DateJul 2013
Total AUM$927.5M
Discretionary$798.4M
Non-Disc.$129.1M
Employees42
Clients26
DateApr 2013
Total AUM$927.5M
Discretionary$798.4M
Non-Disc.$129.1M
Employees42
Clients26
DateMar 2012
Total AUM$875.3M
Discretionary$756.7M
Non-Disc.$118.6M
Employees11
Clients26
DateMar 2011
Total AUM$824.4M
Discretionary$731.6M
Non-Disc.$92.8M
Employees--
Clients--
DateSep 2010
Total AUM$761.7M
Discretionary$697M
Non-Disc.$64.6M
Employees--
Clients--
DateMar 2010
Total AUM$761.7M
Discretionary$697M
Non-Disc.$64.6M
Employees--
Clients--
DateMar 2009
Total AUM$653.9M
Discretionary$649.6M
Non-Disc.$4.2M
Employees--
Clients--
DateMay 2007
Total AUM$836.2M
Discretionary$764.6M
Non-Disc.$71.6M
Employees--
Clients--
DateMar 2007
Total AUM$836.2M
Discretionary$764.6M
Non-Disc.$71.6M
Employees--
Clients--
DateMar 2006
Total AUM$750M
Discretionary$725M
Non-Disc.$25M
Employees--
Clients--
DateJan 2005
Total AUM$613.7M
Discretionary$612M
Non-Disc.$1.7M
Employees--
Clients--
DateSep 2004
Total AUM$613.7M
Discretionary$612M
Non-Disc.$1.7M
Employees--
Clients--
DateAug 2004
Total AUM$613.7M
Discretionary$612M
Non-Disc.$1.7M
Employees--
Clients--
DateJul 2004
Total AUM$596M
Discretionary$551M
Non-Disc.$45M
Employees--
Clients--
DateJul 2004
Total AUM$596M
Discretionary$551M
Non-Disc.$45M
Employees--
Clients--
DateJun 2004
Total AUM$596M
Discretionary$551M
Non-Disc.$45M
Employees--
Clients--
DateApr 2004
Total AUM$596M
Discretionary$551M
Non-Disc.$45M
Employees--
Clients--
DateJan 2004
Total AUM$596M
Discretionary$551M
Non-Disc.$45M
Employees--
Clients--
DateDec 2003
Total AUM$596M
Discretionary$551M
Non-Disc.$45M
Employees--
Clients--
DateOct 2001
Total AUM$500M
Discretionary$500M
Non-Disc.$0
Employees--
Clients--
DateJun 2001
Total AUM$500M
Discretionary$500M
Non-Disc.$0
Employees10
Clients--
DateJun 2001
Total AUM$500M
Discretionary$500M
Non-Disc.$0
Employees10
Clients--