# Crestwood Advisors Group

Crestwood Advisors Group is a Multi Family Office based in Boston, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Boston, United States
- **Region:** North America
- **Address:** One Liberty Square, Suite 500, Boston, MA, 02109, USA
- **Founded:** 2003
- **Assets under management:** 7016 (Altss estimate)
- **Website:** crestwoodadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/crestwood-advisors-llc

## Regulatory record

- **CRD number:** 286243
- **SEC file number:** 801-108983
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-04T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/286243

## About

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.

## Sectors

- Private Equity
- Real Estate
- Private Credit
- Hedge Funds

## Offices

- Boulder, CO, USA
- Darien, CT, USA
- Providence, RI, USA
- Westport, CT, USA

## People

- John Ingram — Chief Investment Officer and Partner
- Leah R. Sciabarrasi — President
- Aaron Beltrami — Partner
- Alyson Nickse — Partner

## 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.

### 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.

### What is Crestwood Advisors Group's known posture on co-investments alongside external GPs?

No specific co-investment policy is stated in available records.

## Related profiles

- [Simon Quick Advisors](https://altss.com/profile/simon-quick-advisors-llc)
- [FINVIA Family Office](https://altss.com/profile/finvia-family-office)

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Last updated: 2026-07-06T01:24:14.882Z

Canonical page: https://altss.com/profile/crestwood-advisors-group-llc

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