DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Crest Rock Partners
Legal name Crest Rock Management Company LP
Latest filing May 26, 2026
First filing on the tape Jul 18, 2019 · 19 filings
SEC status approved since Aug 15, 2019
RAUM
$1.1B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
14
10 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
4
reported on Schedule D
History
19 filings and snapshots on the tape
RAUM$1.1B as of May 26, 2026
Mar 3, 2020$311M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 26, 2026
Mar 3, 20200 then
Employees (5.A)14 as of May 26, 2026
Mar 3, 20207 then
Private funds4 as of May 26, 2026
Mar 3, 20202 then
RAUM +1.1% over the last fiscal year+34% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 26, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $275MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +1.1%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- yesreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.1B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 4reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
3 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Crest Rock Fund I-A LP | Private Equity Fund | $360M | 37 | Dec 10, 2019 |
| Crest Rock Fund I-B LP | Private Equity Fund | $42.8M | 6 | Dec 10, 2019 |
| Crest Rock Fund I-Executive LP | Private Equity Fund | $3.6M | 21 | Mar 31, 2021 |
Owners and control persons
Schedule A and B, latest filing
- Tyler Jeffrey Carnes · Partnercontrolsince 02/2019 · owns 50% to 75%
- Armistead Kyle Covell · Chief Compliance Officercontrolsince 04/2019 · owns less than 5%
- Bradley Stephen Johnson · Partnercontrolsince 02/2019 · owns 50% to 75%
- Tyler Jeffrey Carnes · Membercontrolsince 02/2019 · owns 50% to 75% of Crest Rock Holdings LLC
- Bradley Stephen Johnson · Membercontrolsince 02/2019 · owns 50% to 75% of Crest Rock Holdings LLC
Entity owners
- Crest Rock Holdings LLC · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- Crest Rock Partners Gp LLCpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 9 to 10May 5, 2025 to Mar 25, 2026
- Employees · 15 to 14May 5, 2025 to Mar 25, 2026
- Discretionary RAUM · $1.1B to $1.1BMay 5, 2025 to Mar 25, 2026
- Pooled vehicle RAUM · $1.1B to $1.1BMay 5, 2025 to Mar 25, 2026
- RAUM · $1.1B to $1.1BMay 5, 2025 to Mar 25, 2026
- Financial planning clients · unset to Mar 27, 2025 to May 5, 2025
- Advisory employees · 8 to 9Jun 3, 2024 to Mar 27, 2025
- Accounts · 3 to 4Jun 3, 2024 to Mar 27, 2025
- Pooled vehicle clients · 3 to 4Jun 3, 2024 to Mar 27, 2025
- Employees · 14 to 15Jun 3, 2024 to Mar 27, 2025
- Private funds · 3 to 4Jun 3, 2024 to Mar 27, 2025
- Discretionary RAUM · $563M to $1.1BJun 3, 2024 to Mar 27, 2025
- Pooled vehicle RAUM · $563M to $1.1BJun 3, 2024 to Mar 27, 2025
- RAUM · $563M to $1.1BJun 3, 2024 to Mar 27, 2025
- Discretionary RAUM · $568M to $563MMar 29, 2024 to Apr 29, 2024
- Pooled vehicle RAUM · $568M to $563MMar 29, 2024 to Apr 29, 2024
- RAUM · $568M to $563MMar 29, 2024 to Apr 29, 2024
- Advisory employees · 6 to 8Jun 20, 2023 to Mar 29, 2024
- Employees · 12 to 14Jun 20, 2023 to Mar 29, 2024
- Discretionary RAUM · $446M to $568MJun 20, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $446M to $568MJun 20, 2023 to Mar 29, 2024
- RAUM · $446M to $568MJun 20, 2023 to Mar 29, 2024
- Discretionary RAUM · $456M to $446MMar 30, 2023 to Jun 20, 2023
- Pooled vehicle RAUM · $456M to $446MMar 30, 2023 to Jun 20, 2023
- RAUM · $456M to $446MMar 30, 2023 to Jun 20, 2023
- Employees · 11 to 12Jul 29, 2022 to Mar 30, 2023
- Discretionary RAUM · $458M to $456MJul 29, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $458M to $456MJul 29, 2022 to Mar 30, 2023
- RAUM · $458M to $456MJul 29, 2022 to Mar 30, 2023
- Advisory employees · 7 to 6Sep 9, 2021 to Mar 31, 2022
- Charity clients · unset to 0.0Sep 9, 2021 to Mar 31, 2022
- Corporate clients · unset to 0.0Sep 9, 2021 to Mar 31, 2022
- HNW clients · unset to 0.0Sep 9, 2021 to Mar 31, 2022
- Individual clients · unset to 0.0Sep 9, 2021 to Mar 31, 2022
- Pension plan clients · unset to 0.0Sep 9, 2021 to Mar 31, 2022
- Discretionary RAUM · $439M to $458MSep 9, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $439M to $458MSep 9, 2021 to Mar 31, 2022
- RAUM · $439M to $458MSep 9, 2021 to Mar 31, 2022
- HQ city · unset to DENVERApr 30, 2021 to Sep 9, 2021
- HQ state · unset to COApr 30, 2021 to Sep 9, 2021
Signals
4 dated events
- Crest Rock Partners reported RAUM $1.1B, up 93% from $563.1M (2024-06-03 to 2025-03-27)Mar 27, 2025 · RAUM change · derived
- Crest Rock Partners reported RAUM $568.5M, up 28% from $445.6M (2023-06-20 to 2024-03-29)Mar 29, 2024 · RAUM change · derived
- Crest Rock Partners reported RAUM $478.2M, up 54% from $311.0M (2020-10-22 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- Crest Rock Partners filed its initial SEC registration (Form ADV)Jul 18, 2019 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Crest Rock Partners · Independent Sponsorsshared crd · capital_provider
- Crest Rock Partners · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/crest-rock-partnersreportedpublic record, Form ADV, Sep 17, 2026
- Website
- crestrockpartners.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (303) 495-3598reportedpublic record, Form ADV, May 26, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026