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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 16, 2016
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| NUZUM, JOHN, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NUZUM, JOHN, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NUZUM, JOHN, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NUZUM, JOHN, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NUZUM, JOHN, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NUZUM, JOHN, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NUZUM, JOHN, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NUZUM, JOHN, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOLEK, THOM, AQUINAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOLEK, THOM, AQUINAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOLEK, THOM, AQUINAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOLEK, THOM, AQUINAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CHIGURUPATI, JAYARAM | I | MANAGING MEMBER | D | Control |
| CHIGURUPATI, JAYARAM | I | MANAGING MEMBER | D | Control |
| CHIGURUPATI, JAYARAM | I | MANAGING MEMBER | D | Control |
| CYPRESS CAPITAL GROUP | DE | MEMBER | D | Control |
| CYPRESS CAPITAL GROUP | DE | MANAGING MEMBER | D | Control |
| CYPRESS CAPITAL GROUP | DE | MANAGING MEMBER | D | Control |
| CYPRESS CAPITAL GROUP | DE | MANAGING MEMBER | D | Control |
| CYPRESS CAPITAL GROUP | DE | MANAGING MEMBER | D | Control |
| CYPRESS CAPITAL GROUP | DE | MEMBER | D | Control |
| CYPRESS CAPITAL GROUP | DE | MEMBER | D | Control |
| CYPRESS CAPITAL GROUP, INC. | DE | MANAGING MEMBER | D | Control |
| CYPRESS CAPITAL GROUP, INC. | DE | MANAGING MEMBER | D | Control |
| GALLAGHER, KATHERINE, MICHELLE | I | MEMBER/INVESTMENT PORTFOLIO MANAGER | B | Control |
| GALLAGHER, KATHERINE, MICHELLE | I | MEMBER/INVESTMENT PORTFOLIO MANAGER | B | Control |
| GALLAGHER, KATHERINE, MICHELLE | I | MEMBER/INVESTMENT PORTFOLIO MANAGER | B | Control |
| GALLAGHER, KATHERINE, MICHELLE | I | MEMBER/INVESTMENT PORTFOLIO MANAGER | B | Control |
| GALLAGHER, KATHERINE, MICHELLE | I | MEMBER/INVESTMENT PORTFOLIO MANAGER | B | Control |
| GALLAGHER, KATHERINE, MICHELLE | I | MEMBER/INVESTMENT PORTFOLIO MANAGER | B | Control |
| GALLAGHER, KATHERINE, MICHELLE | I | MEMBER/INVESTMENT PORTFOLIO MANAGER | B | Control |
| GALLAGHER, KATHERINE, MICHELLE | I | MEMBER/INVESTMENT PORTFOLIO MANAGER | B | Control |
| GALLAGHER, KATHERINE, MICHELLE | I | MEMBER/INVESTMENT PORTFOLIO MANAGER | B | Control |
| GALLAGHER, KATHERINE, MICHELLE | I | MEMBER/INVESTMENT PORTFOLIO MANAGER | B | Control |
| GALLAGHER, KATHERINE, MICHELLE | I | MEMBER/INVESTMENT PORTFOLIO MANAGER | B | Control |
| GALLAGHER, KATHERINE, MICHELLE | I | MEMBER/INVESTMENT PORTFOLIO MANAGER | B | Control |
| SANTICCHIA, MASSIMO | I | MEMBER/CHIEF INVESTMENT OFFICER | B | Control |
| SANTICCHIA, MASSIMO | I | MEMBER/CHIEF INVESTMENT OFFICER | B | Control |
| SANTICCHIA, MASSIMO | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | B | Control |
| SANTICCHIA, MASSIMO | I | MEMBER/CHIEF INVESTMENT OFFICER | B | Control |
| SANTICCHIA, MASSIMO | I | MEMBER/CHIEF INVESTMENT OFFICER | B | Control |
| SANTICCHIA, MASSIMO | I | MEMBER/CHIEF INVESTMENT OFFICER | B | Control |
| SANTICCHIA, MASSIMO | I | MEMBER/CHIEF INVESTMENT OFFICER | B | Control |
| SANTICCHIA, MASSIMO | I | MEMBER/CHIEF INVESTMENT OFFICER | B | Control |
| SANTICCHIA, MASSIMO | I | MEMBER/CHIEF INVESTMENT OFFICER | B | Control |
| SANTICCHIA, MASSIMO | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | B | Control |
| SANTICCHIA, MASSIMO | I | MEMBER/CHIEF INVESTMENT OFFICER | B | Control |
| SANTICCHIA, MASSIMO | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CHIGURUPATI, JAYARAM | I | CYPRESS CAPITAL GROUP, INC. | C | Control |
| CHIGURUPATI, JAYARAM | I | CYPRESS CAPITAL GROUP, INC. | C | Control |
| CHIGURUPATI, JAYARAM | I | CYPRESS CAPITAL GROUP, INC. | C | Control |
| CHIGURUPATI, JAYARAM | I | CYPRESS CAPITAL GROUP, INC. | C | Control |
| CHIGURUPATI, JAYARAM | I | CYPRESS CAPITAL GROUP, INC. | C | Control |
| CHIGURUPATI, JAYARAM | I | CYPRESS CAPITAL GROUP, INC. | C | Control |
| CHIGURUPATI, JAYARAM | I | CYPRESS CAPITAL GROUP, INC. | C | Control |
| CHIGURUPATI, JAYARAM | I | CYPRESS CAPITAL GROUP, INC. | C | Control |
| CHIGURUPATI, JAYARAM | I | CYPRESS CAPITAL GROUP, INC. | C | Control |
Registrations
Federal
IA
Mar 16, 2016 REGISTERED
Notice Filings (1)
FL
Address
251 ROYAL PALM WAYSUITE 500
PALM BEACH, FL 33480
United States
Phone: 561-659-5889