# Crestone Financial Advisors

Crestone Financial Advisors is a RIA based in Boulder, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Boulder, United States
- **Region:** North America
- **Address:** Boulder, CO, United States
- **Founded:** 2004
- **Assets under management:** Under $1B (Altss estimate)
- **Website:** crestoneadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/crestone-financial-advisors

## Regulatory record

- **CRD number:** 163340
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/163340

## About

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.

## Sectors

- Real Estate
- Private Credit
- Private Equity

## People

- Tom McDonnell — CEO

## 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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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/crestone-financial-advisors-llc

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