RIA Intelligence

CRESTWOOD ADVISORS LLC

CRD #125361 SEC #801-62000 BOSTON, MA 617-523-8880
SEC Registered
Total AUM
$1.3B
Discretionary
$1.2B
Employees
23
Clients
101
Accounts
1,596

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 28, 2016
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BELTRAMI, AARON, MICAHIPARTNERNA
BELTRAMI, AARON, MICAHIPARTNERNA
BELTRAMI, AARON, MICAHIPARTNERNA
SCIABARRASI, LEAH, RACHELIPARTNERNA
SCIABARRASI, LEAH, RACHELIPARTNERNA
SCIABARRASI, LEAH, RACHELIPARTNERNA
SCIABARRASI, LEAH, RACHELIPARTNERNA
SCIABARRASI, LEAH, RACHELIPARTNERNA
SCIABARRASI, LEAH, RACHELIPARTNERNA
SCIABARRASI, LEAH, RACHELIPARTNERNA
TREIBLE, ROY, DONALDICHIEF COMPLIANCE OFFICERNA
TREIBLE, ROY, DONALDICHIEF COMPLIANCE OFFICERNA
TREIBLE, ROY, DONALDICHIEF COMPLIANCE OFFICERNA
TREIBLE, ROY, DONALDICHIEF COMPLIANCE OFFICERNA
TREIBLE, ROY, DONALDICHIEF COMPLIANCE OFFICERNA
TREIBLE, ROY, DONALDICHIEF COMPLIANCE OFFICERNA
TREIBLE, ROY, DONALDICHIEF COMPLIANCE OFFICER/PARTNERNA
ECKTON, MICHAEL, ARTHURIPRINCIPALD Control
MORRIS, JOHN, WARDIPRINCIPALD Control
ECKTON, MICHAEL, ARTHURIPRINCIPALC Control
ECKTON, MICHAEL, ARTHURIPRINCIPALC Control
ECKTON, MICHAEL, ARTHURIPRINCIPALC Control
ECKTON, MICHAEL, ARTHURIPRINCIPALC Control
ECKTON, MICHAEL, ARTHURIMANAGING PARTNERC Control
ECKTON, MICHAEL, ARTHURIPRINCIPALC Control
ECKTON, MICHAEL, ARTHURIPRINCIPALC Control
ECKTON, MICHAEL, ARTHURIPRINCIPALC Control
ECKTON, MICHAEL, ARTHURIPRINCIPALC Control
ECKTON, MICHAEL, ARTHURIPRINCIPALC Control
ECKTON, MICHAEL, ARTHURIPRINCIPALC Control
ECKTON, MICHAEL, ARTHURIMANAGING PARTNERC Control
ECKTON, MICHAEL, ARTHURIMANAGING PARTNERC Control
ECKTON, MICHAEL, ARTHURIMANAGING PARTNERC Control
ECKTON, MICHAEL, ARTHURIMANAGING PARTNERC Control
ECKTON, MICHAEL, ARTHURIMANAGING PARTNERC Control
ECKTON, MICHAEL, ARTHURIMANAGING PARTNERC Control
MORRIS, JOHN, WARDIPRINCIPAL/CCOC Control
MORRIS, JOHN, WARDIPRINCIPAL/CHIEF COMPLIANCE OFFICERC Control
MORRIS, JOHN, WARDIPRINCIPAL/CCOC Control
MORRIS, JOHN, WARDIPRINCIPAL/CHIEF COMPLIANCE OFFICERC Control
MORRIS, JOHN, WARDIMANAGING PARTNERC Control
MORRIS, JOHN, WARDIPRINCIPAL/CHIEF COMPLIANCE OFFICERC Control
MORRIS, JOHN, WARDIPRINCIPAL/CHIEF COMPLIANCE OFFICERC Control
MORRIS, JOHN, WARDIPRINCIPAL/CCOC Control
MORRIS, JOHN, WARDIPRINCIPAL/CHIEF COMPLIANCE OFFICERC Control
MORRIS, JOHN, WARDIPRINCIPAL/CHIEF COMPLIANCE OFFICERC Control
MORRIS, JOHN, WARDIPRINCIPAL/CHIEF COMPLIANCE OFFICERC Control
MORRIS, JOHN, WARDIMANAGING PARTNERC Control
MORRIS, JOHN, WARDIMANAGING PARTNERC Control
MORRIS, JOHN, WARDIMANAGING PARTNERC Control
MORRIS, JOHN, WARDIMANAGING PARTNERC Control
MORRIS, JOHN, WARDIMANAGING PARTNERC Control
MORRIS, JOHN, WARDIMANAGING PARTNERC Control
IX, ROBERT, GILMOREIPRINCIPALB Control
IX, ROBERT, GILMOREIPRINCIPALB Control
IX, ROBERT, GILMOREIPRINCIPALB Control
IX, ROBERT, GILMOREIPRINCIPALB Control
IX, ROBERT, GILMOREIMANAGING PARTNERB Control
IX, ROBERT, GILMOREIPRINCIPALB Control
IX, ROBERT, GILMOREIPRINCIPALB Control
IX, ROBERT, GILMOREIPRINCIPALB Control
IX, ROBERT, GILMOREIPRINCIPALB Control
IX, ROBERT, GILMOREIPRINCIPALB Control
IX, ROBERT, GILMOREIPRINCIPALB Control
IX, ROBERT, GILMOREIMANAGING PARTNERB Control
IX, ROBERT, GILMOREIMANAGING PARTNERB Control
IX, ROBERT, GILMOREIMANAGING PARTNERB Control
IX, ROBERT, GILMOREIMANAGING PARTNERB Control
IX, ROBERT, GILMOREIMANAGING PARTNERB Control
IX, ROBERT, GILMOREIMANAGING PARTNERB Control

Registrations

Federal

IA
Mar 28, 2016 REGISTERED

Notice Filings (16)

AR CA CO CT FL LA MA ME NE NH NJ NY PA RI TX VA

Address

50 FEDERAL STREET
SUITE 810
BOSTON, MA 02110
United States
Phone: 617-523-8880