Key facts
- Status: Acquired/Merged (Operating Subsidiary).
Leadership
- Bobby PalladinoDirector & Portfolio Manager
- David TuttlePartner & Portfolio Manager
- Donald ClarkeDirector & Portfolio Manager
- Greg McSweeneyDirector & Portfolio Manager
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- ·The full record, as it builds
Funding rounds
No funding rounds for Crestwood Advisors are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Crestwood Advisors
Provider of investment management and wealth management advising services based in Boston, Massachusetts. The company's services include financial planning, consulting, estate and tax advisors and foundation and endowment advisory services.
- Sector
- Business Products and Services (B2B)
- HQ
- Boston, MA, United States
- Employees
- 66
- Website
- crestwoodadvisors.com/
- Ownership
- Acquired/Merged (Operating Subsidiary)
Crestwood Advisors doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Crestwood Advisors shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Crestwood Advisors in its N-PORT filings yet. We sweep new filings monthly.