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 03/31/23. The fund's latest filing disclosed 3BN in positions, representing 227% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/07 to 03/31/23. The fund's latest filing disclosed 3BN in positions, representing 227% of the manager's regulatory AUM.
CRESTWOOD ADVISORS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CRESTWOOD ADVISORS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 7.83% | Tech | 9.89% | -0.01% | 0 | 45% | ||
| MSFT | 6.09% | Tech | 13.35% | 0.21% | 0 | 53% | ||
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FEATURED IN
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
SUITE 810
BOSTON, Massachusetts
UNITED STATES, 02110
CRESTWOOD ADVISORS Contact Information
Phone Number: 617-523-8880
Fax Number: 617-523-8118
Website: http://www.crestwoodadvisors.com
Fax Number: 617-523-8118
Website: http://www.crestwoodadvisors.com
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