New Path. Same Destination. We are thrilled to be Pathstone – The Family Office. Please follow Pathstone to receive updates on our next chapter.
Crestone Capital, LLC
Financial Services
Boulder, Colorado 3,553 followers
Crestone Capital is an independent, multi-family office serving ultra-high-net-worth entrepreneurs and business owners.
About us
Crestone Capital LLC is an independent multi-family office with more than 30 years of experience that delivers wealth management services to an exclusive network of entrepreneurs, business owners and their families. The team at Crestone Capital delivers a suite of fully integrated investment management and wealth advisory services to families looking to protect and enhance their wealth and define their legacy. With more than $3 billion in assets under management, the team combines institutional knowledge with a personalized, boutique approach to serve clients as fiduciaries, putting their needs and interests first. Crestone is 100% employee owned, with offices in Boulder, Denver, Austin, and Los Angeles. Crestone has been recognized four times by Outside magazine as one of the top 50 Best Places to Work in America. View important disclosure information: https://www.crestonecapital.com/news/crestone-capital-named-outsides-best-places-work. Learn more at CrestoneCapital.com.
- Website
-
http://crestonecapital.com
External link for Crestone Capital, LLC
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Boulder, Colorado
- Type
- Privately Held
- Founded
- 1991
- Specialties
- Wealth Management, Investment Strategy and Management, Financial and Cash Flow Planning, Estate, Philanthropic and Tax Planning, and Investment Portfolio Reporting
Locations
-
Primary
1048 Pearl Street
Suite 450
Boulder, Colorado 80302, US
Employees at Crestone Capital, LLC
Updates
-
Crestone Capital is excited to share our combination with Pathstone in April of 2024. Together, we will continue to offer high-touch, integrated investment management and wealth advisory services, providing a greater suite of services to help clients reach their financial goals. Discover how we’re setting a new standard in wealth management. Follow Pathstone to learn more and stay updated.
-
It has been a fabulous week in LA connecting with clients and friends! We enjoyed an intimate #LAInnovators event in Santa Monica, a lively happy hour with incredible co-hosts, a celebration for Bobo's 21st Birthday, and the ever-exciting #ExpoWest. Thrilled to be part of the action again this year and look forward to what's to come in the vibrant consumer ecosystem. #CPG #consumergoods #crestonecollective #expowest2024
-
+2
-
Market expectations have reset since the beginning of the year, with the Fed projecting just three rate cuts in 2024. Michael McGowan, CFA, managing director of investment research, touches on the proverbial "Fed put" and why this should have a positive impact as it relates to risk assets.
-
Earlier this week, influential local women gathered at Denver Business Journal's 11th Annual Bizwomen Mentoring Monday for an evening of speed mentoring and networking. A special shoutout goes to Emily Mears, managing director of client advisory, for sharing her advice and industry knowledge as a mentor! #womenempowerment #mentorship
-
Deep powder...deeper connections. ⛷️ For 17 years, Crestone has hosted a highly curated group of investment managers alongside members of the Crestone Collective for one of the most unique and exclusive experiences in the wealth management industry. Our Investment Manager Ski Conference brings together curious minds for unbelievable skiing in the backcountry, creating an atmosphere of lively discussion and invaluable relationships. #IMSC2024 #crestonecollective
-
For 30 years, we have had the privilege of providing wealth management solutions to more than 150 ultra-high net-worth entrepreneurs, business owners, and their families, managing approximately $3 billion in client assets. We are thrilled to announce that Crestone is joining Pathstone Family Office, the largest independent wealth management firm in the U.S., focused on ultra-high net worth clients. Together, we will be able to continue to offer high-touch integrated investment management and wealth advisory services while providing a greater suite of services to help our combined clients reach their financial goals.
-
A decade ago, the #Magnificent7 were hiding in plain sight...but that is no longer the case. These stocks are now dominating at an all-time high in the S&P 500. Michael McGowan, CFA, managing director of investment research, sheds light on why this dominance is raising eyebrows.
-
Innovative entrepreneurs and influential thinkers filled the room at our Austin Innovators event yesterday! We are beyond grateful for the authentic connections and conversations that took place with key members of the ATX consumer ecosystem. A special thank you to our incredible panelists for sharing their advice with fellow founders and investors, as well as insights about consumer trends, relationship building, and so much more. Brian Goldberg, Founder & Managing Partner, Redbud Brands Kathryn Cavanaugh, Founder & Managing Partner, Capstar Ventures Joe Carr, Co-Founder & President, Serenity Kids Chris Hall, Chief Executive Officer, poppi #austininnovators #entrepreneurship #CPG #wealthmanagement