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Crestone Financial Advisors
Crestone Financial Advisors, LLC is a state-registered investment adviser with $46 million in regulatory assets under management. The firm manages $35...
Overview
Crestone Financial Advisors, LLC is a state-registered investment adviser with $46 million in regulatory assets under management. The firm manages $35 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Year founded
2004
Location
Region
North America
Country
United States
City
Boulder
Corporate office
Boulder, CO, United States
Principals
Tom McDonnell
CEO
Sector focus
Frequently asked questions
How does Crestone source its private real estate and credit deals?
Crestone originates transactions through a network of regional operators and sponsors rather than through public auction or broker-led processes. The firm underwrites each deal in-house, investing client capital as a co-equity participant alongside operating partners who manage the underlying assets. This direct-sourcing model is uncommon among RIAs of Crestone's size, where most peers default to third-party fund commitments.
How is Crestone's real estate exposure structured?
Real estate investments are structured as direct equity participations in sponsor-led deals, spanning multifamily, office, and industrial assets. Crestone does not pool these into a proprietary real estate fund; instead, each transaction stands as a discrete SPV with client capital placed alongside the operating sponsor. The firm's post-2022 posture has emphasized structured real estate credit, where current-yield characteristics align with client income objectives.
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