RIA Intelligence

CRESTFIN CAPITAL PARTNERS LLC

CRD #322730 SEC #802-127671 NEEDHAM, MA 617-281-2473
State Registered Exempt Reporting Private Funds
Total AUM
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Discretionary
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Employees
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Clients
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Accounts
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Firm Details

Organization Type
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State of Formation
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Fiscal Year End
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Registration Date
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Latest Filing
Jan 31, 2024
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BARRETT, JOHN, StephenIMEMBER OF ADVISERD Control
BARRETT, JOHN, StephenIMEMBER OF CRESTFIN CAPITAL FUND GP LLCD Control
BARRETT, JOHN, StephenIMEMBER OF ADVISERD Control
BARRETT, JOHN, StephenIMEMBER OF CRESTFIN CAPITAL FUND GP LLCD Control
PETTERUTI, PHILIPIMEMBER OF ADVISERD Control
PETTERUTI, PHILIPIMEMBER OF CRESTFIN CAPITAL FUND GP LLCD Control
PETTERUTI, PHILIPIMEMBER OF ADVISERD Control
PETTERUTI, PHILIPIMEMBER OF CRESTFIN CAPITAL FUND GP LLCD Control

Registrations

Federal

ERA
Jan 31, 2024 REGISTERED

Address

117 KENDRICK STREET
SUITE 300
NEEDHAM, MA 02494
United States
Phone: 617-281-2473