May 21, 2013 5:07 PM ET

Capital Markets

Company Overview of Crestone Capital Advisors LLC

Company Overview

Crestone Capital Advisors LLC is a privately owned investment manager. The firm also provides estate and philanthropic planning, income tax planning and reporting, financial and cash flow planning, and investment portfolio reporting. It primarily provides its services to entrepreneurs and their families. The firm manages separate client focused diversified portfolios. It primarily invests in alternative investment markets with a focus on real estate, hedge funds, commodities, and natural resources. Crestone Capital Advisors LLC was founded in 1991 and is based in Boulder, Colorado.

1050 Walnut Street

Suite 402

Boulder, CO 80302

United States

Founded in 1991

Phone:

303-442-4447

Fax:

303-442-4587

www.crestonecap.com

Key Executives for Crestone Capital Advisors LLC

Principal
Director of Communications
Securities Operations Manager
Compensation as of Fiscal Year 2012.

Crestone Capital Advisors LLC Key Developments

Crestone Capital Advisors LLC Appoints Michael Sherman as President

Crestone Capital Advisors LLC has named Michael Sherman as President. Mr. Sherman, who will report to Eric Kramer, CEO, will be responsible for the implementation and execution of the Firm's business plans. Doug Bonnette will continue to lead the firm's Operations department as CFO and COO. Mr. Sherman has been a Principal of Crestone and a member of the firm's Investment Committee since 2002.

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Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
 

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