# Crest Rock Partners

> Crest Rock Partners is an SEC-registered investment advisory firm in Denver, CO, registered since 2019, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 26, 2026.

- CRD: 305101
- Filed as: CREST ROCK PARTNERS
- Legal name: Crest Rock Management Company LP
- Also doing business as: CREST ROCK PARTNERS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Denver, CO
- Filing period: October 2026
- Form ADV filing dated: May 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/305101
- AdvisorCensus page: https://advisorcensus.com/firm/crest-rock-partners-denver-co-305101

## Quick answers

**How is Crest Rock Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Crest Rock Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Crest Rock Partners located?**
Crest Rock Partners' principal office is in Denver, CO, according to its Form ADV.

**Is Crest Rock Partners registered with the SEC or a state?**
Crest Rock Partners is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 305101.

**How much does Crest Rock Partners manage?**
Crest Rock Partners reports $1,101,416,446 in regulatory assets under management in its Form ADV filing dated May 26, 2026 (100% discretionary).

**How have Crest Rock Partners' assets and staff changed since 2021?**
In the Form ADV data for Crest Rock Partners: Regulatory assets under management: $439,403,191 in the October 2021 data and $1,101,416,446 in the October 2026 data, up 151%. Total employees: 11 in October 2021 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Crest Rock Partners serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4).

**Does Crest Rock Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/305101

**What changed in Crest Rock Partners' recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 9 to 10.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $1,101,416,446
- Discretionary: $1,101,416,446
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $1,101,416,446 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 14 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [crestrockpartners.com](https://crestrockpartners.com)
- LinkedIn @crest-rock-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $439,403,191 | 11 | September 9, 2021 |
| October 2022 | $457,978,573 | 11 | July 29, 2022 |
| October 2023 | $445,559,549 | 12 | June 20, 2023 |
| October 2024 | $563,143,343 | 14 | June 3, 2024 |
| October 2025 | $1,089,000,250 | 15 | May 5, 2025 |
| October 2026 | $1,101,416,446 | 14 | May 26, 2026 |

Regulatory assets under management: $439,403,191 in the October 2021 data and $1,101,416,446 in the October 2026 data, up 151%.
Total employees: 11 in October 2021 and 14 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 9 to 10.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Crest Rock Partners (CRD 305101): Form ADV filing data as of October 2026.