CRESTVIEW PARTNERS
CRESTVIEW ADVISORS, L.L.C. Legal Name
Adviser information for CRESTVIEW PARTNERS last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 37 |
|---|---|
| Investment Advisory/Research | 24 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 36 | $8.9B |
| Non-Discretionary | 0 | $0 |
| Total | 36 | $8.9B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 36 | $8.9B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 58 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
| SEC RIA File Number | 801-73897 |
|---|---|
| SEC ERA File Number | 801-73897 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 157488 |
| Legal Entity Identifier | None |
Principal Office
590 MADISON AVENUE42ND FL
NEW YORK
NY
United States
Monday - Friday, 9:00 AM TO 6:00 PM
Tel: 212-906-0700, Fax: 212-906-0794
Chief Compliance Officer
ROSS A. OLIVER
PARTNER & GENERAL COUNSEL
590 MADISON AVENUE
42ND FL
NEW YORK
NY
United States
Tel:
212-906-0746
Fax:
212-906-0794
R******@************M
(Full email address available in API data)
Regulatory Contact
EVELYN C. PELLICONE
PARTNER & CHIEF FINANCIAL OFFICER
590 MADISON AVENUE
42ND FL
NEW YORK
NY
United States
Tel:
212-906-0723
Fax:
212-906-0794
E*********@************M
(Full email address available in API data)
Industry Affiliates
| CRESTVIEW PARTNERS | Sponsor, GP, manager of pooled investment vehicles |
| CRESTVIEW PARTNERS | Sponsor, GP, manager of pooled investment vehicles |
| CRESTVIEW PARTNERS | Sponsor, GP, manager of pooled investment vehicles |
| CRESTVIEW PARTNERS | Sponsor, GP, manager of pooled investment vehicles |
| CRESTVIEW PARTNERS | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CRESTVIEW PARTNERS (CAYMAN), L.P. | Private Equity Fund | $73.8M | $1.0M | 16 |
| CRESTVIEW PARTNERS (ERISA), L.P. | Private Equity Fund | $21.8M | $1.0M | 8 |
| CRESTVIEW PARTNERS (PF), L.P. | Private Equity Fund | $48.0M | $1.0M | 4 |
| CRESTVIEW PARTNERS (TE), L.P. | Private Equity Fund | $18.6M | $1.0M | 4 |
| CRESTVIEW PARTNERS II (892 CAYMAN), L.P. | Private Equity Fund | $74.9M | $1.0M | 2 |
| CRESTVIEW PARTNERS II (CAYMAN), L.P. | Private Equity Fund | $137.5M | $1.0M | 18 |
| CRESTVIEW PARTNERS II (FF CAYMAN), L.P. | Private Equity Fund | $16.9M | $1.0M | 2 |
| CRESTVIEW PARTNERS II (FF), L.P. | Private Equity Fund | $59.2M | $1.0M | 20 |
| CRESTVIEW PARTNERS II (TE), L.P. | Private Equity Fund | $26.9M | $1.0M | 6 |
| CRESTVIEW PARTNERS II, L.P. | Private Equity Fund | $994.3M | $1.0M | 123 |
| CRESTVIEW PARTNERS III (892), L.P. | Private Equity Fund | $295.0M | $1.0M | 4 |
| CRESTVIEW PARTNERS III (CO-INVESTMENT B), L.P. | Private Equity Fund | $41.8M | $1.0M | 6 |
| CRESTVIEW PARTNERS III (DE OFFSHORE), L.P. | Private Equity Fund | $97.7M | $1.0M | 2 |
| CRESTVIEW PARTNERS III (FF OFFSHORE), L.P. | Private Equity Fund | $36.4M | $1.0M | 3 |
| CRESTVIEW PARTNERS III (FF), L.P. | Private Equity Fund | $98.8M | $1.0M | 24 |
| CRESTVIEW PARTNERS III (OFFSHORE), L.P. | Private Equity Fund | $338.6M | $1.0M | 25 |
| CRESTVIEW PARTNERS III (TE 2), L.P. | Private Equity Fund | $22.3M | $1.0M | 2 |
| CRESTVIEW PARTNERS III (TE), L.P. | Private Equity Fund | $131.0M | $1.0M | 15 |
| CRESTVIEW PARTNERS III CO-INVESTORS, L.P. | Private Equity Fund | $26.0M | $0.0M | 27 |
| CRESTVIEW PARTNERS III, L.P. | Private Equity Fund | $1,939.3M | $1.0M | 140 |
| CRESTVIEW PARTNERS IV (892), L.P. | Private Equity Fund | $391.5M | $1.0M | 3 |
| CRESTVIEW PARTNERS IV (BLUEBONNET), L.P. | Private Equity Fund | $157.2M | $1.0M | 2 |
| CRESTVIEW PARTNERS IV (DE OFFSHORE), L.P. | Private Equity Fund | $23.4M | $1.0M | 3 |
| CRESTVIEW PARTNERS IV (FF OFFSHORE), L.P. | Private Equity Fund | $73.5M | $1.0M | 5 |
| CRESTVIEW PARTNERS IV (FF), L.P. | Private Equity Fund | $143.0M | $1.0M | 31 |
| CRESTVIEW PARTNERS IV (OFFSHORE), L.P. | Private Equity Fund | $986.9M | $1.0M | 24 |
| CRESTVIEW PARTNERS IV (TE), L.P. | Private Equity Fund | $111.7M | $1.0M | 10 |
| CRESTVIEW PARTNERS IV CO-INVESTORS, L.P. | Private Equity Fund | $35.3M | $1.0M | 20 |
| CRESTVIEW PARTNERS IV, L.P. | Private Equity Fund | $1,796.7M | $1.0M | 105 |
| CRESTVIEW PARTNERS, L.P. | Private Equity Fund | $276.2M | $1.0M | 93 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| VOLPERT INVESTORS II, L.P. | Domestic Entity | – | MEMBER | 07/2006 | 25-50% |
| MURPHY INVESTORS II, L.P. | Domestic Entity | – | MEMBER | 07/2006 | 10-25% |
| THE 2010 DELANEY FAMILY LLC | Domestic Entity | – | MEMBER | 01/2010 | 10-25% |
| VOLPERT, BARRY, STUART | Individual | – | CO-FOUNDER & CHIEF EXECUTIVE OFFICER | 10/2004 | < 5% |
| MURPHY, THOMAS, SAWYER | Individual | – | CO-FOUNDER & MANAGING DIRECTOR | 10/2004 | < 5% |
| DELANEY, ROBERT, VINCENT | Individual | – | MANAGING DIRECTOR | 08/2007 | < 5% |
| PELLICONE, EVELYN, CHRISTINE | Individual | – | CHIEF FINANCIAL OFFICER | 03/2007 | < 5% |
| OLIVER, ROSS, ANDREW | Individual | – | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | 09/2011 | < 5% |
| VOLPERT, BARRY, STUART | Individual | VOLPERT INVESTORS II, L.P. | LIMITED PARTNER | 07/2006 | > 75% |
| VOLPERT INVESTORS, L.L.C. | Domestic Entity | VOLPERT INVESTORS II, L.P. | GENERAL PARTNER | 07/2006 | |
| VOLPERT, BARRY, STUART | Individual | VOLPERT INVESTORS, L.L.C. | MEMBER | 07/2004 | > 75% |
| MURPHY INVESTORS, L.L.C. | Domestic Entity | VOLPERT INVESTORS II, L.P. | GENERAL PARTNER | 07/2006 | |
| CASSIDY, BRIAN, PATRICK | Individual | – | PRESIDENT | 08/2023 | 25-50% |
| MURPHY, THOMAS, SAWYER | Individual | MURPHY INVESTORS II, L.P. | LIMITED PARTNER | 07/2006 | > 75% |
| MURPHY, THOMAS, SAWYER | Individual | MURPHY INVESTORS, L.L.C. | MEMBER | 08/2004 | > 75% |
| DELANEY, ROBERT, VINCENT | Individual | THE 2010 DELANEY FAMILY LLC | MEMBER | 03/2010 | > 75% |