May 23, 2018 1:39 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





Key Executives for Crestone Capital Advisors LLC

Founder and Chief Executive Officer
Chief Financial Officer and Chief Operating Officer
Partner, Chief Compliance Officer, and Operations Manager
Partner and Director of Client Advisory Services
Partner and Director of Investment Research
Compensation as of Fiscal Year 2017.

Crestone Capital Advisors LLC Key Developments

Crestone Capital, LLC Appoints Jack Swift as President

Crestone Capital, LLC announced that Jack Swift has been named president of the $2 billion investment management and wealth advisory services firm. Mr. Swift is a partner at the firm, and previously served as Crestone Capital's Chief Client Officer for the past 18 months. As president, Mr. Swift is responsible for the day-to-day management of the firm, and he will help Crestone Capital continue cultivating lasting relationships with clients and investment managers.

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Recent Private Companies Transactions

No transactions available in the past 12 months.

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