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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 1b 10b

CRESTWOOD ADVISORS LLC

CRD 125361

BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1354dd01-ab56-cf95-754d-4fdce4794dd8

Data as of Mar 28, 2016 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 0
On other graphs: 0
Observed: Mar 29, 2012 to Mar 28, 2016
6 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $1.3BItem 5.F on the latest filing (2016-03-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.2B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 23
Advisory employees: 19
Accounts: 1,596
SEC number: 801-62000
CRD: 125361
Filings on the tape: 6
First filed: Mar 29, 2012
Latest filed: Mar 28, 2016
Organised: Limited Liability Company, Delaware

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ECKTON, MICHAEL, ARTHUR	MANAGING PARTNER	C	yes	04/2003	Mar 29, 2012	Mar 28, 2016
IX, ROBERT, GILMORE	MANAGING PARTNER	B	yes	08/2005	Mar 29, 2012	Mar 28, 2016
MORRIS, JOHN, WARD	MANAGING PARTNER	C	yes	05/2003	Mar 29, 2012	Mar 28, 2016
BELTRAMI, AARON, MICAH	Partner	Na	no	01/2014	Mar 28, 2014	Mar 28, 2016
SCIABARRASI, LEAH, RACHEL	Partner	Na	no	09/2008	Mar 29, 2012	Mar 28, 2016
TREIBLE, ROY, DONALD	CHIEF COMPLIANCE OFFICER/PARTNER	Na	no	01/2016	Mar 29, 2012	Mar 28, 2016

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2015	Mar 28, 2016	$1.3B	$1.2B	23	19	n/a	n/a	n/a
2014	Mar 30, 2015	$1.3B	$1.2B	17	17	n/a	n/a	n/a
2013	Mar 28, 2014	$1.2B	$1.0B	16	16	n/a	n/a	n/a
2012	Mar 19, 2013	$1.0B	$919M	14	14	n/a	n/a	n/a
2011	Mar 29, 2012	$808M	$706M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2015	$1.3B	$1.3B	0.0%	$1.0B	8.7%	23	17	n/a	n/a

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CRESTWOOD ADVISORS	7	Jan 31, 2017	Feb 14, 2017	BOSTON, MA	Firm absorbed	Other	100.0%

Relationships

Controls (3)

← IX, ROBERT, GILMOREOwnerMANAGING PARTNER, ownership code B, individual
Mar 29, 2012 to presentfactForm ADV
← ECKTON, MICHAEL, ARTHUROwnerMANAGING PARTNER, ownership code C, individual
Mar 29, 2012 to presentfactForm ADV
← MORRIS, JOHN, WARDOwnerMANAGING PARTNER, ownership code C, individual
Mar 29, 2012 to presentfactForm ADV

Owns (3)

← BELTRAMI, AARON, MICAHOwnerPARTNER, ownership code NA, individual
Mar 28, 2014 to presentfactForm ADV
← TREIBLE, ROY, DONALDOwnerCHIEF COMPLIANCE OFFICER/PARTNER, ownership code NA, individual
Mar 29, 2012 to presentfactForm ADV
← SCIABARRASI, LEAH, RACHELOwnerPARTNER, ownership code NA, individual
Mar 29, 2012 to presentfactForm ADV

Moved with (1)

→ CRESTWOOD ADVISORSRegistered adviser7 advisors, firm absorbed, same day
Jan 31, 2017 to Feb 14, 2017factForm ADV

Registered with (7)

← ROBERT GILMORE IXAdvisorregistration: previous registration
Jun 20, 2007 to Jan 31, 2017factForm ADV
← MICHAEL ARTHUR ECKTONAdvisorregistration: previous registration
Sep 24, 2003 to Jan 31, 2017factForm ADV
← JOHN WARD MORRISAdvisorregistration: previous registration
Jan 17, 2008 to Jan 31, 2017factForm ADV
← LEIGH BREITMAN HURDAdvisorregistration: previous registration
Aug 5, 2013 to Jan 31, 2017factForm ADV
← AARON MICAH BELTRAMIAdvisorregistration: previous registration
Sep 26, 2008 to Jan 31, 2017factForm ADV
← ALYSON LYNN NICKSEAdvisorregistration: previous registration
Nov 13, 2012 to Jan 31, 2017factForm ADV
← LEAH RACHEL SCIABARRASIAdvisorregistration: previous registration
Jan 14, 2009 to Jan 31, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1354dd01-ab56-cf95-754d-4fdce4794dd8
First observed: Mar 29, 2012
Last observed: Mar 28, 2016 127 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CRESTWOOD ADVISORS LLC

CRD 125361

BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1354dd01-ab56-cf95-754d-4fdce4794dd8

Data as of Mar 28, 2016 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:47 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ECKTON, MICHAEL, ARTHUR

MANAGING PARTNER

yes

04/2003

Mar 29, 2012

Mar 28, 2016

IX, ROBERT, GILMORE

MANAGING PARTNER

yes

08/2005

Mar 29, 2012

Mar 28, 2016

MORRIS, JOHN, WARD

MANAGING PARTNER

yes

05/2003

Mar 29, 2012

Mar 28, 2016

BELTRAMI, AARON, MICAH

Partner

01/2014

Mar 28, 2014

Mar 28, 2016

SCIABARRASI, LEAH, RACHEL

Partner

09/2008

Mar 29, 2012

Mar 28, 2016

TREIBLE, ROY, DONALD

CHIEF COMPLIANCE OFFICER/PARTNER

01/2016

Mar 29, 2012

Mar 28, 2016

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2015

Mar 28, 2016

$1.3B

$1.2B

n/a

2014

Mar 30, 2015

$1.3B

$1.2B

n/a

2013

Mar 28, 2014

$1.2B

$1.0B

n/a

2012

Mar 19, 2013

$1.0B

$919M

n/a

2011

Mar 29, 2012

$808M

$706M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2015

$1.3B

0.0%

$1.0B

8.7%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CRESTWOOD ADVISORS

Jan 31, 2017

Feb 14, 2017

BOSTON, MA

Firm absorbed

Other

100.0%