CRESTWOOD ADVISORS
Latest filing: Mar 29, 2024 (387 days ago)
AUM
$5,692,226,263
0% change vs. 1 year ago
15% change vs. 3 years ago
73% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
57
0% change vs. 1 year ago
36% change vs. 3 years ago
58% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
BOSTON, MA
ONE LIBERTY SQUARE, BOSTON, MA, UNITED STATES, 02109
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $5.6 |
| Non-Discretionary | $0.0 |
| Total | $5.7 |
| Client | AUM |
|---|---|
| Retail | $5.5 |
| Pooled | $0.0 |
| Institutional | $0.2 |
| Total | $5.7 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 322 | $0.1 |
| Average Individual AUM | $386,730 | |
| HNW | 789 | $5.4 |
| Average HNW AUM | $6,838,962 | |
| Retail Total | 1,111 | $5.5 |
| Average Retail AUM | $4,968,919 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| NATIONAL FINANCIAL SERVICES LLC | BOSTON-MA-USA | $4.4 |
| CHARLES SCHWAB & CO., INC. | NEW YORK-NY-USA | $0.8 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $5.7 |
| Retail SMA AUM | $5.5 |
| Institutional SMA AUM | $0.2 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 75% | $4.3 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 6% | $0.3 |
| Municipal | 8% | $0.5 |
| Sovereign | 0% | $0.0 |
| IG Credit | 6% | $0.3 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 4% | $0.2 |
| Other | 1% | $0.1 |
| Total | 100% | $5.7 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| SCS CAPITAL MANAGEMENT LLC | $39.6 | 122258 | |
| FOCUS RISK SOLUTIONS, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
35 active representatives found, showing 20 random
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| GREGORY MCSWEENEY | BOSTON | MA | S63|2005-04-30 | CHARTERED FINANCIAL ANALYST | |||||
| KAYLA HOLLAND | BOSTON | MA | S63|2015-03-23|S65|2016-11-09 | ||||||
| PETER MALONE | BOSTON | MA | S66|2010-10-27 | CHARTERED FINANCIAL ANALYST | |||||
| PAUL GAUDIO | BOSTON | MA | S65|2019-05-13|S63|2020-01-27 | CERTIFIED FINANCIAL PLANNER | |||||
| TIFFANY SO | BOSTON | MA | S66|2015-10-30 | ||||||
| J COSTELLO | BOSTON | MA | S65|1993-01-21 | CHARTERED FINANCIAL ANALYST | |||||
| ALYSON NICKSE | BOSTON | MA | S63|2002-09-26 | CERTIFIED FINANCIAL PLANNER | |||||
| BENJAMIN RAMSEY | BOSTON | MA | S63|2013-04-06|S65|2012-01-26 | CERTIFIED FINANCIAL PLANNER | |||||
| PAIGE EARLS | BOSTON | MA | S66|2012-11-08 | CERTIFIED FINANCIAL PLANNER | |||||
| ALINA LEON | BOSTON | MA | CERTIFIED FINANCIAL PLANNER | ||||||
| ROBERT IX | BOSTON | MA | S63|2003-03-12 | CHARTERED FINANCIAL ANALYST | |||||
| AARON BELTRAMI | BOSTON | MA | S63|1997-07-25|S66|2000-10-03 | CERTIFIED FINANCIAL PLANNER | |||||
| LUKE NEUMANN | BOSTON | MA | S65|2015-07-01 | CERTIFIED FINANCIAL PLANNER | |||||
| HILLARY URBANCIC | BOSTON | MA | S66|2016-03-14 | ||||||
| SUSAN BREWER | BOSTON | MA | S65|1997-06-05 | ||||||
| LOGAN RIBEIRO | BOSTON | MA | CERTIFIED FINANCIAL PLANNER | ||||||
| WILLIAM SPENCER | BOSTON | MA | CERTIFIED FINANCIAL PLANNER | ||||||
| ALEXANDRA BLAKE | BOSTON | MA | S65|2009-06-22 | ||||||
| BRANDON LOZIER | BOSTON | MA | S65|2022-05-27 | ||||||
| JAMES DOOGAN | BOSTON | MA | CHARTERED FINANCIAL ANALYST | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-03-06 | $5.7 | $0.0 | 0% | 57 | 0 | 0% |
| 2024-04-02 | $5.7 | $0.0 | 0% | 57 | 0 | 0% |
| 2023-04-04 | $4.1 | $1.6 | 40% | 43 | 14 | 33% |
| 2022-04-01 | $5.0 | $0.7 | 15% | 42 | 15 | 36% |
| 2021-04-05 | $4.0 | $1.7 | 44% | 39 | 18 | 46% |
| 2020-04-01 | $3.3 | $2.4 | 73% | 36 | 21 | 58% |
| 2019-04-01 | $1.8 | $3.9 | 215% | 24 | 33 | 138% |
| 2018-04-02 | $1.8 | $3.9 | 211% | 23 | 34 | 148% |
| 2017-04-01 | $1.5 | $4.2 | 287% | 22 | 35 | 159% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| MA, AZ-03/18/2024, CA-01/01/2017, CO-01/01/2017, CT-01/01/2017, FL-01/13/2017, GA-03/18/2024, IL-03/18/2024, MA-01/01/2017, MD-03/29/2022, ME-03/29/2018, MI-03/18/2024, NC-07/31/2019, NE-03/30/2021, NH-01/01/2017, NJ-09/13/2018, NY-01/01/2017, OR-03/18/2024, PA-01/01/2017, RI-03/28/2023, SC-07/31/2019, TX-08/27/2018, VA-03/29/2022, VT-03/18/2024 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV