Crestone Capital

Also known as Crestone

Multi Family Office (MFO)Boulder, United StatesFounded 1991
$3.0B
Assets Under Management
Boulder
Headquarters

About Crestone Capital

Crestone Capital is a multi-family office based in Boulder, Colorado. Established in 1991, the firm caters to high-net-worth entrepreneurs, chief executive officers, families, and family foundations around the world. Crestone delivers a suite of fully integrated investment management and wealth advisory services to families looking to protect and enhance their wealth and define their unique legacy. With over 25 years of experience and approximately $2.3 billion in assets under management, we help entrepreneurs, business owners, and their families pursue a better life. Consistent with client interests, we are a fee-only advisor that serves our clients as fiduciaries, putting their needs and interests first.

Preferred Investment Types

BuyoutCredit Special SituationsPrivate EquityFund of FundsGrowth/ExpansionHedge FundReal Assets & Natural Resources - GeneralReal Estate OpportunisticVenture CapitalVenture Capital - Early StageVenture Capital - Later Stage

Preferred Sectors & Themes

Wealth & Estate PlanningTrust ManagementLegal & Tax ServicesRetirement PlanningEquity/Mutual FundsInvestment ManagementETFsDebt Management FinanceFinancial ServicesTraditional Investments (Liquid Assets)

Preferred Geographies

AfricaAmericasAsiaCanadaEuropeMiddle EastOceaniaUnited States

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Frequently asked questions

What type of investor is Crestone Capital?

Crestone Capital is a multi family office (mfo) based in Boulder, United States, managing approximately $3.0B in assets.

Where is Crestone Capital headquartered?

Crestone Capital is headquartered in Boulder, United States.

How much does Crestone Capital manage?

Crestone Capital manages approximately $3.0B in assets under management.

When was Crestone Capital founded?

Crestone Capital was founded in 1991.

What does Crestone Capital invest in?

Crestone Capital focuses on Buyout, Credit Special Situations, Private Equity, Fund of Funds, Growth/Expansion, Hedge Fund, Real Assets & Natural Resources - General, Real Estate Opportunistic.

How can I contact Crestone Capital?

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