Mandate & appetite
- Preferred strategies
- Core, Opportunistic, Value AddLp Equity
- Target geographies
- —
- Typical ticket
- $2m–$10m
- AUM
- $3.2bn
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
Crestone Capital, founded in 1991 and based in Boulder, Colorado, is an independent multi-family office specializing in integrated investment management and wealth advisory services for ultra-high-net-worth entrepreneurs and business owners. It manages over $3 billion and employs a personalized, boutique approach with institutional expertise.
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See Pathstone's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.
- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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