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Crestwood Advisors Group
Crestwood Advisors Group was founded in 2003. Successive mergers incorporated Endurance Wealth Management in 2023 and Catamount Management Group plus MacGuire,...
Crestwood Advisors Group
Crestwood Advisors Group was founded in 2003. Successive mergers incorporated Endurance Wealth Management in 2023 and Catamount Management Group plus MacGuire, Cheswick & Tuttle in 2019. The firm provides investment advisory and wealth management to families, individuals, and institutions. Investment activity spans fund-of-funds commitments, hedge funds, private credit, private equity, and real estate. Geographic focus remains North America. Confirmed holdings and co-investors are not publicly itemized beyond internal records. ESG considerations appear in portfolio construction. The firm maintains six offices including Boulder, Darien, Providence, and Westport. Team size and total deployment figures beyond AUM remain undisclosed. Leah R. Sciabarrasi holds the role of President and participates in the Boston Estate Planning Council. Crestwood formed through the consolidation of multiple independent advisory entities rather than organic growth from a single family branch. Governance rests with the merged partner group and maintains a registered investment advisor structure under CRD# 286243.
General information
Firm type
Multi Family Office
Year founded
2003
AUM
7016 (Altss estimate)
Location
Region
North America
Country
United States
City
Boston
Corporate office
One Liberty Square, Suite 500, Boston, MA, 02109, USA
Additional offices
Boulder, CO, USA · Darien, CT, USA · Providence, RI, USA · Westport, CT, USA
Principals
John Ingram
Chief Investment Officer and Partner
Leah R. Sciabarrasi
President
Aaron Beltrami
Partner
Alyson Nickse
Partner
Sector focus
Frequently asked questions
Who runs investment decisions at Crestwood Advisors Group?
John Ingram holds the title of Chief Investment Officer and Partner. Additional partners include Aaron Beltrami and Alyson Nickse.
Is Crestwood Advisors Group structured as a single family office or multi-family office?
It operates as a multi-family office serving families, individuals, and institutions.
Does Crestwood Advisors Group participate in fund commitments or only direct deals?
The firm uses both fund-of-funds commitments and direct holdings in private equity, real estate, and credit.
Where does the underlying wealth come from?
Wealth origin is not publicly disclosed.
What is Crestwood Advisors Group's known posture on co-investments alongside external GPs?
No specific co-investment policy is stated in available records.
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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