Company profile

Crestone Capital, LLC

Crestone Capital is an independent, multi-family office serving ultra-high-net-worth entrepreneurs and business owners.

Industry
Financial Services
Employees
17
Headquarters
Boulder, Colorado
Founded
1991
LinkedIn followers
3,732
Office locations
1

Crestone Capital, LLC company summary

Crestone Capital, LLC is a company in the Financial Services industry, headquartered in Boulder, Colorado, founded in 1991. On LinkedIn the company has around 17 employees and 3,732 followers. Its listed specialties include Wealth Management, Investment Strategy and Management, Financial and Cash Flow Planning, Estate, Philanthropic and Tax Planning.

What technology does Crestone Capital, LLC use?

No technologies detected yet. Warmrank rechecks company websites on a rolling basis.

About Crestone Capital, LLC

Crestone Capital is now Pathstone, a client-centric, multi-family office dedicated to serving ultra-high net worth families, single family offices, foundations, and endowments. Follow Pathstone to learn more and stay updated. Crestone Capital LLC is an independent multi-family office with more than 30 years of experience that delivers wealth management services to an exclusive network of entrepreneurs, business owners and their families. The team at Crestone Capital delivers a suite of fully integrated investment management and wealth advisory services to families looking to protect and enhance their wealth and define their legacy. With more than $3 billion in assets under management, the team combines institutional knowledge with a personalized, boutique approach to serve clients as fiduciaries, putting their needs and interests first. Crestone is 100% employee owned, with offices in Boulder, Denver, Austin, and Los Angeles. Crestone has been recognized four times by Outside magazine as one of the top 50 Best Places to Work in America. View important disclosure information: https://www.crestonecapital.com/news/crestone-capital-named-outsides-best-places-work. Learn more at CrestoneCapital.com.

Specialties

Wealth ManagementInvestment Strategy and ManagementFinancial and Cash Flow PlanningEstatePhilanthropic and Tax PlanningInvestment Portfolio Reporting

Where is Crestone Capital, LLC located?

Crestone Capital, LLC lists 1 location.

Boulder, Colorado, USHQ
1048 Pearl Street

Compare companies similar to Crestone Capital, LLC

More companies in Financial Services.

CompanyIndustryEmployeesFoundedHeadquarters
Crestone Capital, LLC
crestonecapital.com
Financial Services171991Boulder, Colorado
JPMorganChase
jpmorganchase.com
Financial Services235,149-New York, NY, US
Neovest
jpmorgan.com
Financial Services85,869-New York, NY
Goldman Sachs
goldmansachs.com
Financial Services65,450-New York, New York
Nubank
nubank.com.br
Financial Services13,424-São Paulo, SP
Citi
citigroup.com
Financial Services189,5941812New York, New York, US
Morgan Stanley
morganstanley.com
Financial Services102,243-New York, NY
American Express
americanexpress.com
Financial Services96,853-New York, NY, US
Financial Services82,2821870Frankfurt am Main, Hessen
Wells Fargo
wellsfargo.com
Financial Services240,197-San Francisco, California, US
BlackRock
blackrock.com
Financial Services34,1521988New York, NY

Frequently asked questions about Crestone Capital, LLC

What does Crestone Capital, LLC do?

Crestone Capital is now Pathstone, a client-centric, multi-family office dedicated to serving ultra-high net worth families, single family offices, foundations, and endowments. Follow Pathstone to learn more and stay updated. Crestone Capital LLC is an independent multi-family office with more than 30 years of experience that delivers wealth management services to an exclusive network of entrepreneurs, business owners and their families. The team at Crestone Capital delivers a suite of fully integrated investment management and wealth advisory services to families looking to protect and enhance their wealth and define their legacy. With more than $3 billion in assets under management, the team combines institutional knowledge with a personalized, boutique approach to serve clients as fiduciaries, putting their needs and interests first. Crestone is 100% employee owned, with offices in Boulder, Denver, Austin, and Los Angeles. Crestone has been recognized four times by Outside magazine as one of the top 50 Best Places to Work in America. View important disclosure information: https://www.crestonecapital.com/news/crestone-capital-named-outsides-best-places-work. Learn more at CrestoneCapital.com.

How many employees does Crestone Capital, LLC have?

Crestone Capital, LLC has around 17 employees on LinkedIn.

Where is Crestone Capital, LLC headquartered?

Crestone Capital, LLC is headquartered in Boulder, Colorado.

When was Crestone Capital, LLC founded?

Crestone Capital, LLC was founded in 1991.

Build a lead list from companies like Crestone Capital, LLC

Describe your ICP or import a CSV. Warmrank finds matching companies, enriches contacts with verified emails, and tracks every lead.