Data / Investment advisers / Colorado / Cresalta Investment Management, Inc.
Cresalta Investment Management, Inc., Greenwood Village, CO: $323 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Cresalta Investment Management, Inc. is an SEC registered investment adviser with its main office in Greenwood Village, Colorado and reports $323 million in regulatory assets under management in its Form ADV filed June 26, 2026. Its clients include investment companies and banks and thrifts. It is paid through a percentage of assets under management.
The request: Watch Cresalta Investment Management, Inc. (CRD number 339872): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 339872
- SEC file number
- 801-135425
- SEC status
- Approved, effective February 27, 2026
- Main office
- 6295 Greenwood Plaza Blvd., Greenwood Village, CO 80111
- Phone
- (303) 498-9699
- Website
- cresalta.com
- Regulatory AUM
- $323,400,000 in the Form ADV filed June 26, 2026
- Discretionary AUM
- $323,400,000
- Accounts
- 128
- Employees
- 5, of which 4 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 26, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 2 | $226.7 million |
| Banking or thrift institutions | 1 | $96.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| July 1, 2026 | $323.4 million | June 26, 2026 |
| March 2, 2026 | Not listed | February 27, 2026 |
Other advisers in Greenwood Village
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| JPL Wealth Management, LLC | Greenwood Village | $587.9 million | Not listed | adviserinfo.sec.gov |
| Tandem Financial, LLC | Greenwood Village | $541.8 million | Not listed | adviserinfo.sec.gov |
| Noble Wealth Management P.B.C. | Greenwood Village | $444.1 million | Not listed | adviserinfo.sec.gov |
| Maxq Asset Management LLC | Greenwood Village | $407.7 million | Not listed | adviserinfo.sec.gov |
| Causey Wealth LLC | Greenwood Village | $393.2 million | Not listed | adviserinfo.sec.gov |
| Marshall Investment Management, LLC | Greenwood Village | $298 million | Not listed | adviserinfo.sec.gov |
| Alpha Capital Family Office, LLC | Greenwood Village | $295.9 million | Not listed | adviserinfo.sec.gov |
| Evergreen Private Wealth | Greenwood Village | $264.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Greenwood Village, CO
- Investment advisers in Colorado
- Advisers with $100 million to $500 million in AUM
- Advisers serving investment companies
- Advisers serving banks and thrifts
- Cresalta Investment Management, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.