CRESTWOOD ADVISORS Overview

Crestwood Advisors Llc is an investment advisor that manages 1.3 BN dollars in regulatory AUM and has 17 employees, of which 17 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/07 to 09/30/16. The fund's latest filing disclosed 836MM in positions, representing 63% of the manager's regulatory AUM.

CRESTWOOD ADVISORS StockAlpha

-1.7%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

CRESTWOOD ADVISORS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IEFA 5.23% ETF -3.39% -0.29% 0 4%
STT 4.67% Financials 13.69% -0.4% 0 18%
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FEATURED IN
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CRESTWOOD ADVISORS Founders and Key Employees

Name Title In Position Since
Michael A. Eckton Managing Partner April-2003
John W. Morris Managing Partner May-2003
Robert G. Ix Managing Partner August-2005
Leah R. Sciabarrasi Partner September-2008
Roy D. Treible Chief Compliance Officer June-2011
Aaron M. Beltrami Partner January-2014

CRESTWOOD ADVISORS Brokers, Custodians, Auditors and Administrators

Type Company

CRESTWOOD ADVISORS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss........................................................ 10

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CRESTWOOD ADVISORS Portfolio Concentration

CRESTWOOD ADVISORS Location

50 FEDERAL STREET
SUITE 810
BOSTON, Massachusetts
UNITED STATES, 02110

CRESTWOOD ADVISORS Contact Information

Phone Number: 617-523-8880
Fax Number: 617-523-8118
Website:

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