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Crestwood
Crestwood is an SEC-registered investment adviser in Boston, MA, registered since 2017. It manages $8.0 billion in regulatory assets, $8.0 billion on a...
Crestwood
Crestwood is an SEC-registered investment adviser in Boston, MA, registered since 2017. It manages $8.0 billion in regulatory assets, $8.0 billion on a discretionary basis. The firm has 64 employees and 56 investment advisers.
General information
Firm type
RIA
Year founded
2017
Location
Region
North America
Country
United States
City
Boston
Corporate office
Stamford, CT, United States
Additional offices
Dallas, TX, United States
Principals
Susan Cheswick Brewer
Managing Director, Portfolio Manager
David P. Tuttle
Partner, Portfolio Manager
Joseph E. Alger
team member
Kevin E. Behrendt
team member
Sector focus
Frequently asked questions
Who runs investment decisions at Crestwood?
Susan Cheswick Brewer and David P. Tuttle are both Portfolio Managers and serve as Managing Director and Partner respectively (per firm website). The firm's investment decisions are made by a team of credentialed professionals, including CFAs and CFPs, within a collaborative structure.
Is Crestwood a single family office or an RIA?
Crestwood is a registered investment advisor (RIA), not a single-family office. It serves multiple high-net-worth clients, each with a custom financial plan. The firm does not disclose any single family as the source of its capital.
What services does Crestwood offer beyond investment management?
Crestwood offers financial planning, tax strategy and coordination, trust and estate administration, and philanthropy and impact planning (per firm website). The firm presents these as integrated services coordinated within one team.
Does Crestwood disclose its assets under management?
No. Crestwood does not publicly publish an AUM figure. The firm's ADV filings are available via links on its website but are not reproduced in public marketing materials.
How does Crestwood source its clients?
Crestwood does not publicly describe its client-acquisition model. The firm encourages prospective clients to book in-person appointments or call via its website. It also publishes thought leadership and hosts webinars to attract clients.
What is Crestwood's investment style?
Crestwood builds custom portfolios for each client rather than using a uniform model. The firm offers financial planning, investment management, and tax coordination, suggesting a holistic approach tailored to individual goals.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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