Cresta Advisors is an investment advisor in Laredo with $348.47 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
463880905
SEC advisor number
801-79454
FINRA CRD number
169641
AUM ?
$348.47 mm
(as of 30 May 23)
Accounts
485
(as of 30 May 23)
Employees
8
(7 investment advisory or research)
Office hours
Monday - Friday, BY APPOINTMENT ONLY
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Deutsch, Mark, Lawrence | Partner | 10/2013 | 25-50% |
Garza, Manuel, Eugenio | Partner and Chief Compliance Officer | 10/2013 | 25-50% |
D and G MGMT Co., LLC | Owner | 01/2014 | < 5% |
Deutsch, Mark, Lawrence | Member | 01/2014 | 50-75% |
Garza, Manuel, Eugenio | Member | 01/2014 | 50-75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
2 May 24
13F-HR
Quarterly holdings report by institutional manager
17 Jan 24
13F-HR
Quarterly holdings report by institutional manager
6 Nov 23
13F-HR
Quarterly holdings report by institutional manager
28 Jul 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22