SourcingSourcing

CRESTWOOD CAPITAL MANAGEMENT, L.P.

B53
CRD 160807·SEC 801-73190·NEW YORK, NY
AUM
$263.0M
$100M-$500M
Est. Revenue
$2.6M
@ 1% on AUM
Est. EBITDA
$789K
@ 30% margin
Est. Deal Value
$6.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CRESTWOOD CAPITAL MANAGEMENT, L.P.
CRD
160807
SEC file #
801-73190
EIN
000000000
DBA names
—

Economics

AUM
$263.0M
AUM band
$100M-$500M
AUM trajectory
'20'26
$350.4M → $263.0M▼ -25%
Client mix
Pooled Investment Vehicles6

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
5 advisors → 3 advisors▼ -40%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
Morgan Stanleylow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
linkedin.com/company/crestwood-capital-management-l.p.(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ARAVI CAPITAL L.P.
Top Owner Pct
37.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
ARAVI CAPITAL L.P.
WEISBERG, MICHAEL, ROY
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001053370
Edgar Registered
Yes
Edgar Filing Count
19
Edgar First Filing Date
2009-03-16
Edgar Last Filing Date
2025-10-24
Edgar Form D Count
18
Edgar Form D Offerings
2025-10-242025-10-24 · 0001013594-25-001247
2024-10-252024-10-25 · 0001013594-24-000844

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Morgan Stanley9
Jpmorgan6
E*trade4
Edgar Addresses
Mailing
430 PARK AVENUE19TH FLOORNEW YORK, NY 10022
Business
430 PARK AVENUE19TH FLOORNEW YORK, NY 10022
Edgar EIN
000000000
Edgar Recent Filings
D/A2025-10-24 · 0001013594-25-001247
D/A2024-10-25 · 0001013594-24-000844
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (2)

2
WEISBERG, MICHAEL, ROY
Direct Owner · 37.5%
462178
MEHTA, AMIT, TILAK
Executive Officer · 2.5%
4545389