Crest Investment Partners LLC is a related adviser based in Palm Beach. It manages $80.16 million of regulatory assets for 118 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Florida.
Crest Investment Partners provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and asset allocation strategies and model portfolios. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Crest Investment Partners LLC is $80.16 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1371% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Crest Investment Partners LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Massimo Santicchia has served as the Chief Investment Officer since 1 Aug 2011. John David Nuzum joined the executive team most recently as the Chief Compliance Officer.
The principal office where Crest Investment Partners LLC performs its advisory services is located at 251 Royal Palm Way, Palm Beach, FL 33480, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 561-659-5889 or by fax 561-659-1191. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at crestinvestmentpartners.com/.