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Crestview Advisors, L.L.C.

● SEC registered since 2012CRD 157488SEC# 801-73897New York, NY
Export (members)
Ranks #1,061 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$7.08B
Fund GAV
$6.67B
Private funds
31
Employees
36
Accounts
37
Location
New York, NY

Crestview Advisors, L.L.C. assets under management

Crestview Advisors, L.L.C. is an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2012. It reports $7.1 billion in regulatory assets under management and employs 36 people. Crestview Advisors, L.L.C. manages 31 private funds with combined gross assets of $6.7 billion, including Crestview Partners IV, L.P. By regulatory assets, it ranks 1,061 of 6,004 private fund managers.

Crestview Advisors, L.L.C. private funds

31 funds · $6.67B GAV
FundTypeGross assetsMin.
Crestview Partners IV, L.P.Private Equity$1.66B$1M
Crestview Partners IV (offshore), L.P.Private Equity$928.7M$1M
Crestview Partners III Cv-A, L.P.Private Equity$836M$1M
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Crestview Advisors, L.L.C. owners & executives

16 reported
NameTitleOwnershipSince
Barry Stuart Volpert ControlCo-Founder & Chief Executive OfficerUnder 5%2004
Brian Patrick Cassidy ControlPresident25-50%2023
Evelyn Christine Pellicone ControlChief Financial OfficerUnder 5%2007
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Frequently asked questions

How much does Crestview Advisors, L.L.C. manage?

Crestview Advisors, L.L.C. reports $7.1 billion in regulatory assets under management on its Form ADV.

How many private funds does Crestview Advisors, L.L.C. manage?

Crestview Advisors, L.L.C. manages 31 private funds with combined gross assets of $6.7 billion.

How many employees does Crestview Advisors, L.L.C. have?

Crestview Advisors, L.L.C. reports 36 employees.

Where is Crestview Advisors, L.L.C. located?

Crestview Advisors, L.L.C. is based in New York, NY and has been SEC-registered since 2012.

Does Crestview Advisors, L.L.C. disclose fund performance?

Crestview Advisors, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address590 Madison Avenue, 42nd Fl, New York, NY 10022-8531
Phone212-906-0700
Fax212-906-0750
Office hours9:00 a.m. To 6:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$7.08B▼ 20%
Jan '25 — $8.88BFeb '25 — $8.88BMar '25 — $7.86BApr '25 — $7.86BMay '25 — $7.86BJun '25 — $7.86BJul '25 — $7.86BAug '25 — $7.86BSep '25 — $7.86BOct '25 — $7.86BNov '25 — $7.86BDec '25 — $7.86BJan '26 — $7.86BFeb '26 — $7.86BMar '26 — $7.08BApr '26 — $7.08BMay '26 — $7.08BJun '26 — $7.08B
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 10%
Larger than 90% of 16,271 advisers
AUM vs fund managersTop 18%
Larger than 82% of 6,004 private-fund managers
Number of fundsTop 7%
More funds than 93% of fund managers
EmployeesTop 15%
More than 85% of 16,825 advisers

Assets under management

$7.08Bregulatory AUM
Discretionary $7.08B