Data / Investment advisers / Colorado / Crest Rock Partners
Crest Rock Partners, Denver, CO: $1.1 billion AUM, SEC registered investment adviser
Crest Rock Partners is an SEC registered investment adviser with its main office in Denver, Colorado and reports $1.1 billion in regulatory assets under management in its Form ADV filed May 26, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management, performance based fees and other fees. It advises 4 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 305101
- SEC file number
- 801-117194
- SEC status
- Approved, effective August 15, 2019
- Legal name
- Crest Rock Management Company LP
- Main office
- 100 Garfield St. Suite 400, Denver, CO 80206
- Phone
- (303) 495-3598
- Website
- crestrockpartners.com
- Regulatory AUM
- $1,101,416,446 in the Form ADV filed May 26, 2026
- Discretionary AUM
- $1,101,416,446
- Accounts
- 4
- Employees
- 14, of which 10 give investment advice
- Form of organization
- Limited Partnership
- Paid through
- a percentage of assets under management, performance based fees, other fees
- Private funds
- 4: 4 private equity funds
- Gross assets of private funds
- $508,448,761
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 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 |
|---|---|---|
| Pooled investment vehicles | 4 | $1.10 billion |
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 |
|---|---|---|
| April 1, 2026 | $1.10 billion | March 25, 2026 |
| December 1, 2025 | $1.09 billion | May 5, 2025 |
Other advisers in Denver
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Sachem Hill LLC | Denver | $1.18 billion | 5 | adviserinfo.sec.gov |
| Crusonia Wealth Advisors LLC | Denver | $1.18 billion | Not listed | adviserinfo.sec.gov |
| Bow River Advisers, LLC | Denver | $1.16 billion | Not listed | adviserinfo.sec.gov |
| Ibex Investors LLC | Denver | $1.16 billion | 20 | adviserinfo.sec.gov |
| Sharkey Howes & Javer Inc | Denver | $1.13 billion | Not listed | adviserinfo.sec.gov |
| Dream U.S. Manager LLC | Denver | $1.04 billion | 1 | adviserinfo.sec.gov |
| Bayswater Management Company LP | Denver | $991.5 million | 6 | adviserinfo.sec.gov |
| Maia Wealth | Denver | $973 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Denver, CO
- Investment advisers in Colorado
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Crest Rock Partners on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.