Crest Investment Partners LLC (Palm Beach)

Name: Crest Investment Partners LLC
Address: 251 Royal Palm Way, Palm Beach, FL, 33480
Telephone: 561-659-5889

Crest Investment Partners LLC is a related adviser based in Palm Beach. It manages $80.16 million of regulatory assets for 118 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Florida.

Crest Investment Partners provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and asset allocation strategies and model portfolios. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Crest Investment Partners: assets under management

The assets under management (AUM) of Crest Investment Partners LLC is $80.16 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1371% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $80.16 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $679.36 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Crest Investment Partners LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Crest Investment Partners LLC

Massimo Santicchia has served as the Chief Investment Officer since 1 Aug 2011. John David Nuzum joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Massimo Santicchia	Managing member/chief investment officer	1 Aug 2011	Other	4712683
Katherine Michelle Gallagher	Member/investment portfolio manager	1 Aug 2011	Other	5985440
Inc. Cypress Capital Group	Managing member	1 Aug 2011	50% - 75%	121923
Thom Aquinas Wolek	Chief compliance officer	1 Aug 2011	Other	4256345
Cypress Capital Group	Member	1 Sep 2011	50% - 75%	121923
Jayaram Chigurupati	Managing member	1 Dec 2012	50% - 75%	5708872
John David Nuzum	Chief compliance officer	1 Jul 2013	Other	1736232

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Jayaram Chigurupati	Director, president & chief executive officer	1 Oct 2010	25% - 50%	5708872

Based in Palm Beach

The principal office where Crest Investment Partners LLC performs its advisory services is located at 251 Royal Palm Way, Palm Beach, FL 33480, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 561-659-5889 or by fax 561-659-1191. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at crestinvestmentpartners.com/.