Crestone Asset Management LLC

Overview

Crestone Asset Management LLC is a financial services firm based in Boulder, Colorado, specializing in investment management and advisory services for ultra-high-net-worth clients and families. The firm offers a comprehensive suite of services, including asset allocation, portfolio construction, and investment selection, tailored to meet the unique needs of each client. As a subsidiary of Pathstone Family Office, Crestone provides a range of services such as Family Office Client Services, Investment Advisory Client Services, Pre-Transaction Client Services, Family Foundation Services, and Partnership Investor Services. Clients can opt for customized Investment Policy Statements (IPS) to guide their investment decisions, with the option to grant limited discretion over their accounts, allowing Crestone to manage investments within agreed-upon parameters. The firm's investment philosophy emphasizes diversification among asset classes and investment managers to reduce risk and enhance returns. Crestone also offers socially responsible investing options and maintains a disciplined investment process. Fees are based on a percentage of assets under management, with minimum annual fees varying based on the service provided. Clients receive detailed quarterly reporting and account reviews. The firm does not receive compensation for client referrals and does not participate in wrap fee programs. Acting as a fiduciary, Crestone ensures that clients' best interests are prioritized. Clients retain custody of their assets held in brokerage accounts, with qualified custodians sending account statements directly to clients. Crestone does not have authority to vote on client securities and does not receive soft dollar benefits from broker-dealers. Clients have the flexibility to choose their broker-dealer for securities transactions. The firm provides transparent information on investment discretion, financial industry activities, and investment strategies to ensure clients are well-informed and confident in their financial decisions.

Investment Focus

• Accredited investor status required
• Alignment with firm's investment philosophy and strategies

Portfolio Companies