Crestone Capital Advisors

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Crestone Capital Advisors LLC
Crestone logo.jpg
Founded 1991
Headquarters Boulder, Colorado
Employees 11-50
Products Wealth management
Website www.crestonecap.com
Releases Company News

Crestone Capital Investors LLC is a wealth management firm servicing ultra-high-net-worth clients.

History

Based in Boulder, Colo., Crestone was founded in 1991 as Eric J. Kramer Company. Ten years later, Crestone formed its first pooled vehicle for hedge funds, and in 2008, its Denver office was established.

As of 2011, Crestone advised $1 billion in client assets under management.

Products and Services

  • Investment Strategy and Management
  • Estate, Philanthropic and Tax Planning
  • Financial and Cash Flow Planning
  • Investment Portfolio Reporting

Key People

References