Crestview Advisors, L.L.C. is a fund manager in New York with $10.93 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
SEC advisor number
801-73897
FINRA CRD number
157488
AUM ?
$10.93 bn
(as of 18 Apr 23)
Accounts
30
(as of 18 Apr 23)
Employees
34
(23 investment advisory or research)
Address
Crestview Advisors, L.L.C.
667 MADISON AVENUE
10TH FLOOR
NEW YORK
NY 10065
667 MADISON AVENUE
10TH FLOOR
NEW YORK
NY 10065
Office hours
Monday - Friday, 9:00 AM TO 6:00 PM
Phone
212-906-0700
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Volpert Investors II, L.P. | Member | 07/2006 | 25-50% |
Murphy Investors II, L.P. | Member | 07/2006 | 10-25% |
the 2010 Delaney Family LLC | Member | 01/2010 | 10-25% |
Volpert, Barry, Stuart | Co-founder & Chief Executive Officer | 10/2004 | < 5% |
Murphy, Thomas, Sawyer | Co-founder & Managing Director | 10/2004 | < 5% |
Delaney, Robert, Vincent | Managing Director | 08/2007 | < 5% |
Pellicone, Evelyn, Christine | Chief Financial Officer | 03/2007 | < 5% |
Oliver, Ross, Andrew | General Counsel & Chief Compliance Officer | 09/2011 | < 5% |
Volpert, Barry, Stuart | Limited Partner | 07/2006 | > 75% |
Volpert Investors, L.L.C. | General Partner | 07/2006 | |
Volpert, Barry, Stuart | Member | 07/2004 | > 75% |
Murphy Investors, L.L.C. | General Partner | 07/2006 | |
Murphy, Thomas, Sawyer | Limited Partner | 07/2006 | > 75% |
Murphy, Thomas, Sawyer | Member | 08/2004 | > 75% |
Delaney, Robert, Vincent | Member | 03/2010 | > 75% |
Cassidy, Brian, Patrick | Co-president | 01/2019 | 10-25% |
Rose, Alexander, M. | Co-president | 01/2020 | 10-25% |
Ownership
Latest filings (excl ownership)
No filings
Latest ownership filings
4
Brian P Cassidy
16 May 24
4
BARRY S VOLPERT
13 May 24
4
Robert V. Jr. Delaney
11 Apr 24
4
BARRY S VOLPERT
3 Apr 24
4
Brian P Cassidy
4 Mar 24
4
BARRY S VOLPERT
26 Jan 24
4
Robert V. Jr. Delaney
12 Jan 24
4
Robert V. Jr. Delaney
13 Dec 23
4
Robert V. Jr. Delaney
8 Nov 23
4
Robert V. Jr. Delaney
12 Oct 23
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
14 May 24 | Crestview Partners II GP | Class A Common Stock | Grant | Acquire A | Yes | No | 0 | 6,913 | 0.00 | 1,921,246 |
9 May 24 | Crestview Partners III GP | Common Stock | Grant | Acquire A | Yes | No | 0 | 73,875 | 0.00 | 31,697,658 |
10 Apr 24 | Crestview Partners II GP | Common Stock, par value $0.01 per share | Grant | Acquire A | Yes | No | 43.58 | 1,104 | 48.11 k | 11,613,248 |
1 Apr 24 | Crestview Partners III GP | Common Stock | Grant | Acquire A | Yes | No | 3.64 | 17,616 | 64.12 k | 31,623,783 |
1 Mar 24 | Crestview Partners IV GP | Common Stock | Grant | Acquire A | Yes | No | 0 | 6,752 | 0.00 | 25,845 |