# Crestview Partners

> Crestview Partners is an SEC-registered investment advisory firm in New York, NY, registered since 2012, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 157488
- Filed as: CRESTVIEW PARTNERS
- Legal name: Crestview Advisors, L.L.C.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/157488
- AdvisorCensus page: https://advisorcensus.com/firm/crestview-partners-new-york-ny-157488

## Quick answers

**How is Crestview Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Crestview Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Crestview Partners located?**
Crestview Partners' principal office is in New York, NY, according to its Form ADV.

**Is Crestview Partners registered with the SEC or a state?**
Crestview Partners is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 157488.

**How much does Crestview Partners manage?**
Crestview Partners reports $7,082,373,521 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Crestview Partners' assets and staff changed since 2021?**
In the Form ADV data for Crestview Partners: Regulatory assets under management: $9,468,304,268 in the October 2021 data and $7,082,373,521 in the October 2026 data, down 25%. Total employees: 35 in October 2021 and 36 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Crestview Partners serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (37).

**Does Crestview 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/157488

**What changed in Crestview Partners' recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 25 to 23.

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $7,082,373,521
- Discretionary: $7,082,373,521
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 37 | $7,082,373,521 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 36 total, 23 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- crestview.com
- LinkedIn @CRESTVIEW-PARTNERS-LLC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $9,468,304,268 | 35 | April 13, 2021 |
| October 2022 | $11,064,298,682 | 35 | April 29, 2022 |
| October 2023 | $10,932,943,224 | 34 | April 18, 2023 |
| October 2024 | $8,881,124,931 | 37 | April 5, 2024 |
| October 2025 | $7,862,786,282 | 38 | March 31, 2025 |
| October 2026 | $7,082,373,521 | 36 | March 31, 2026 |

Regulatory assets under management: $9,468,304,268 in the October 2021 data and $7,082,373,521 in the October 2026 data, down 25%.
Total employees: 35 in October 2021 and 36 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 25 to 23.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Crestview Partners (CRD 157488): Form ADV filing data as of October 2026.