SourcingSourcing

CREST ROCK MANAGEMENT COMPANY LP

C28
CRD 305101·SEC 801-117194·DENVER, CO
AUM
$1.10B
$1B+
Est. Revenue
$11.0M
@ 1% on AUM
Est. EBITDA
$3.3M
@ 30% margin
Est. Deal Value
$26.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CREST ROCK MANAGEMENT COMPANY LP
CRD
305101
SEC file #
801-117194
EIN
000000000
DBA names
Crest Rock Partners

Economics

AUM
$1.10B
AUM band
$1B+
AUM trajectory
'20'26
$311.0M → $1.10B▲ +254%
Client mix
Pooled Investment Vehicles4

Operations

Employees (total)
14
Advisory staff (per ADV)
10
Advisory staff (5-yr trend)
'20'26
5 advisors → 10 advisors▲ +100%
Primary office
DENVER CO
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
crestrockpartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Carnes, Jeffrey, Tyler
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
Carnes, Jeffrey, Tyler
Johnson, Stephen, Bradley
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
ok
Rdap Domain
CRESTROCKPARTNERS.COM
Rdap Domain Creation Date
2018-07-07T00:40:52Z
Rdap Firm Age Years
8
Rdap Firm Age Band
5-10y
Rdap Registrar
Cloudflare, Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001786622
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2019-08-28
Edgar Last Filing Date
2019-08-28
Edgar Form D Count
1
Edgar Form D Offerings
2019-08-282019-08-28 · 0001786613-19-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
E*trade4
Edgar Addresses
Mailing
44 COOK STREETSUITE 710DENVER, CO 80206
Business
44 COOK STREETSUITE 710DENVER, CO 80206
Edgar EIN
000000000
Edgar Recent Filings
D2019-08-28 · 0001786613-19-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-07-07T00:40:52Z
Rdap Domain Last Changed
2024-06-07T16:43:23Z
Rdap Nameservers
Candy.ns.cloudflare.comKarl.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
7155934
Trust Company Affiliate
No

People (3)

3
Carnes, Jeffrey, Tyler
Direct Owner · 62.5%
7155934
Johnson, Stephen, Bradley
Direct Owner · 62.5%
7155946
Covell, Kyle, Armistead
Executive Officer · 2.5%
7155954