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CRESTA FUND MANAGEMENT LLC

DALLAS, TX · CRD 288079 · IAPD ↗ · 214-310-1083

$2.04BRegulatory AUM
10Advisory reps
16Employees
0Clients
n/aPlanning clients
22Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

51
April 2026 — CRESTA FUND MANAGEMENT LLC reported RAUM up 30% ($1.57B -> $2.04B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
April 2024 — CRESTA FUND MANAGEMENT LLC shrank from 12 to 9 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2024 — CRESTA FUND MANAGEMENT LLC now reports custody of client assets ($3.08B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.