Crestwood Advisors Group, LLC
● SEC registered since 2017CRD 286243SEC# 801-108983Boston, MA
Reg. AUM
$8.02B
Employees
64
Accounts
6,710
Location
Boston, MA
Crestwood Advisors Group, LLC assets under management
Crestwood Advisors Group, LLC is a registered investment adviser overseen by the SEC based in Boston, MA. The firm has been registered since 2017. It reports $8 billion in regulatory assets under management and employs 64 people.
Crestwood Advisors Group, LLC owners & executives
14 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Focus Operating, LLC Control | Member (manager) | Over 75% | 2017 |
| Leah Rachel Sciabarrasi Control | President | Under 5% | 2024 |
| Michael Arthur Eckton Control | Ceo | Under 5% | 2017 |
See all 14 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Crestwood Advisors Group, LLC manage?
Crestwood Advisors Group, LLC reports $8 billion in regulatory assets under management on its Form ADV.
How many employees does Crestwood Advisors Group, LLC have?
Crestwood Advisors Group, LLC reports 64 employees.
Where is Crestwood Advisors Group, LLC located?
Crestwood Advisors Group, LLC is based in Boston, MA and has been SEC-registered since 2017.
Does Crestwood Advisors Group, LLC disclose fund performance?
Crestwood Advisors Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | One Liberty Square, Suite 500, Boston, MA 02109 |
| Phone | 617-523-8880 |
| Fax | 617-523-8118 |
| Office hours | 8:30 a.m. - 5:30 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$8.02B▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 10%
Larger than 90% of 16,271 advisers
EmployeesTop 10%
More than 90% of 16,825 advisers
Assets under management
$8.02Bregulatory AUM
Discretionary $8BNon-discretionary $21.4M