CREST INVESTMENT PARTNERS LLC
CRD #159203 SEC #801-72823 PALM BEACH, FL 561-659-5889
SEC Registered
Total AUM
$80.2M
Discretionary
$80.2M
Employees
3
Clients
--
Accounts
118
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2016 | $80.2M | $80.2M | $0 | 3 | 26 |
| Mar 2015 | $80M | $80M | $0 | 3 | 26 |
| Sep 2014 | $58M | $58M | $0 | 3 | 11 |
| Jun 2014 | $58M | $58M | $0 | 3 | 11 |
| May 2014 | $58M | $58M | $0 | 3 | 11 |
| Mar 2014 | $58M | $58M | $0 | 3 | 11 |
| Mar 2014 | $58M | $58M | $0 | 3 | 11 |
| Sep 2013 | $41.4M | $41.4M | $0 | 4 | 1 |
| Mar 2013 | $41.4M | $41.4M | $0 | 4 | 1 |
| Dec 2012 | $28.2M | $28.2M | $0 | 4 | 1 |
| Mar 2012 | $5.4M | $5.4M | $0 | 1 | 101 |
DateMar 2016
Total AUM$80.2M
Discretionary$80.2M
Non-Disc.$0
Employees3
Clients26
DateMar 2015
Total AUM$80M
Discretionary$80M
Non-Disc.$0
Employees3
Clients26
DateSep 2014
Total AUM$58M
Discretionary$58M
Non-Disc.$0
Employees3
Clients11
DateJun 2014
Total AUM$58M
Discretionary$58M
Non-Disc.$0
Employees3
Clients11
DateMay 2014
Total AUM$58M
Discretionary$58M
Non-Disc.$0
Employees3
Clients11
DateMar 2014
Total AUM$58M
Discretionary$58M
Non-Disc.$0
Employees3
Clients11
DateMar 2014
Total AUM$58M
Discretionary$58M
Non-Disc.$0
Employees3
Clients11
DateSep 2013
Total AUM$41.4M
Discretionary$41.4M
Non-Disc.$0
Employees4
Clients1
DateMar 2013
Total AUM$41.4M
Discretionary$41.4M
Non-Disc.$0
Employees4
Clients1
DateDec 2012
Total AUM$28.2M
Discretionary$28.2M
Non-Disc.$0
Employees4
Clients1
DateMar 2012
Total AUM$5.4M
Discretionary$5.4M
Non-Disc.$0
Employees1
Clients101